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 INC3+ years Filed as: SBHU LIFE AGENCY, INC. Service code 27 | Advisory (Plan) | $10,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,554 | $52,639-42.0% | $185,117-83.5% | $62,292-51.0% |
| Participation rate | 57.8% | 63.9%-6.1pp | 77.3%-19.5pp | 69.5%-11.7pp |
| Annual return | 15.46% | 19.57%-4.1pp | 40.50%-25.0pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,096 | $1,483-26.1% | $4,182-73.8% | $2,042-46.3% |
| Participant deferral / active EE | $1,655 | $3,097-46.5% | $5,045-67.2% | $3,169-47.8% |
| Admin fee / account holder | $3 | $374-99.3% | $8,159-100.0% | $479-99.4% |