Filed April 30, 2013
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 9-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,925 |
FID INV INST OPS CO7 years Service code 37 · EIN 04-2647786 | Loan Processing | $25,030 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $12,843 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 PO BOX 7108 · TROY, MI 480077108 | Contract Administrator | $5,684 |
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 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 | $127,847 | $53,199+140.3% | $155,567-17.8% | $199,768-36.0% |
| Participation rate | 82.0% | 64.1%+17.9pp | 78.2%+3.8pp | 72.0%+10.0pp |
| Annual return | 12.91% | 41.17%-28.3pp | 64.74%-51.8pp | 34.26%-21.3pp |
| Employer contribution / active EE | $0 | $1,852-100.0% | $4,674-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,628-100.0% | $5,090-100.0% |
| Admin fee / account holder | $40 | $186-78.5% | $15,916-99.7% | $269-85.2% |