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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,227 |
FID INV INST OPS CO6 years Service code 37 · EIN 04-2647786 | Loan Processing | $33,105 |
FIDUCIENT ADVISORS LLC1 year Service code 16 · EIN 36-4001764 | Consulting | $12,652 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 PO BOX 7108 · TROY, MI 480077108 | Contract Administrator | $6,132 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,259 | $50,127+127.9% | $149,673-23.7% | $80,160+42.5% |
| Participation rate | 83.7% | 64.3%+19.4pp | 78.8%+4.9pp | 72.9%+10.7pp |
| Annual return | 14.78% | 29.82%-15.0pp | 134.42%-119.6pp | 40.38%-25.6pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $35 | $153-76.8% | $13,210-99.7% | $145-75.6% |