Filed December 29, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SBHU LIFE AGENCY INC2+ years Filed as: SBHU LIFE AGENCY, INC. Service code 27 | Advisory (Plan) | $6,604 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,443 | $56,054-51.0% | $171,082-84.0% | $62,891-56.4% |
| Participation rate | 61.5% | 62.9%-1.3pp | 76.7%-15.2pp | 69.3%-7.8pp |
| Annual return | 7.15% | 22.52%-15.4pp | 32.56%-25.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,105 | $1,731-36.2% | $4,002-72.4% | $2,281-51.6% |
| Participant deferral / active EE | $1,840 | $3,158-41.7% | $4,797-61.6% | $3,203-42.5% |
| Admin fee / account holder | $2 | $3,647-99.9% | $8,520-100.0% | $4,296-99.9% |