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 |
|---|---|---|
Filed as: BRIGHTHOUSE INSURANCE COMPANY Service code 13 · EIN 06-0566090 P.O. BOX 9146 · DES MOINES, IA 50306 | Contract Administrator | $1,074 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $700 |
ABACUS BENEFIT CONSULTANTS INC2 years Service code 13 55 STAMP FARM ROAD · CRANSTON, RI 029213401 | Contract Administrator | $420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,459 | $62,928+29.4% | $172,739-52.8% | $67,579+20.5% |
| Participation rate | 27.9% | 64.5%-36.6pp | 82.6%-54.8pp | 71.3%-43.4pp |
| Annual return | 5.70% | 30.36%-24.7pp | 802.84%-797.1pp | 378.56%-372.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,143 | $2,145-46.7% | $5,198-78.0% | $3,539-67.7% |
| Admin fee / account holder | $8 | $167-95.3% | $13,954-99.9% | $142-94.5% |