Filed January 1, 2012
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 |
|---|---|---|
S B H U LIFE AGENCY INC2+ years Filed as: S B H U LIFE AGENCY INC. Service code 49 · EIN 13-2896238 | Other Services | $39,099 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 | Contract Administrator | $18,454 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,122 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING LLC Service code 33 · EIN 13-2741729 | Direct payment from the plan; Recordk... | $12,623 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 | Contract Administrator | $683 |
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 | $99,902 | $51,244+95.0% | $80,975+23.4% | $55,167+81.1% |
| Participation rate | 91.6% | 71.7%+19.9pp | 75.8%+15.8pp | 69.0%+22.6pp |
| Annual return | 8.45% | 17.39%-8.9pp | 17.10%-8.7pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,888 | $1,770+6.6% | $3,714-49.2% | $1,963-3.8% |
| Participant deferral / active EE | $6,769 | $4,418+53.2% | $5,696+18.8% | $3,054+121.6% |
| Admin fee / account holder | $105 | $398-73.7% | $5,516-98.1% | $504-79.2% |