Filed September 15, 1994
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 |
|---|---|---|
Filed as: ASPIRE ADVISORS LLC Service code 28 · EIN 27-0362926 | Investment Management | $85,000 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $30,200 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,923 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $2,775 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Account maintenan... | $80 |
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 | $62,198 | $45,382+37.1% | $154,107-59.6% | $75,289-17.4% |
| Participation rate | 85.6% | 65.9%+19.7pp | 83.0%+2.5pp | 72.4%+13.1pp |
| Annual return | -3.45% | -0.47%-3.0pp | 735.12%-738.6pp | -0.04%-3.4pp |
| Employer contribution / active EE | $651 | $1,533-57.5% | $5,298-87.7% | $2,405-72.9% |
| Participant deferral / active EE | $4,294 | $2,384+80.1% | $5,081-15.5% | $3,739+14.8% |
| Admin fee / account holder | $48 | $89-46.5% | $13,411-99.6% | $102-53.2% |