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 | $79,172 |
S B H U LIFE AGENCY INC8 years Service code 49 · EIN 13-2896238 | Other Services | $18,812 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $213,331-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 50.0%-50.0pp | 2.1%-2.1pp |
| Annual return | 8.72% | 9.14%-0.4pp | 7.04%+1.7pp | 9.14%-0.4pp |
| Employer contribution / active EE | $0 | $19,963-100.0% | $30,362-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $34-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $2,508-100.0% | $200-100.0% |