See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,520 |
S B H U LIFE AGENCY INC7 years Service code 49 · EIN 13-2896238 | Other Services | $17,897 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $319,563-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 41.2%-41.2pp | 2.1%-2.1pp |
| Annual return | 9.18% | 7.65%+1.5pp | 7.21%+2.0pp | 7.65%+1.5pp |
| Employer contribution / active EE | $1,813 | $20,599-91.2% | $33,209-94.5% | $20,599-91.2% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $48-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $196-100.0% | $193-100.0% |