Filed October 24, 2006 (most recent of 4 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 100 SALEM STREET · SMITHFIELD, RI 02917 | Advisory (Plan) | $24,984 |
Service code 37 · EIN 04-2647786 100 SALEM STREET · SMITHFIELD, RI 02917 | Loan Processing | $16,235 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 1095 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Contract Administrator | $7,130 |
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 | $49,554 | $44,989+10.1% | $170,442-70.9% | $77,958-36.4% |
| Participation rate | 92.5% | 64.6%+27.9pp | 83.6%+8.9pp | 71.6%+20.9pp |
| Annual return | 16.39% | 19.61%-3.2pp | 205.93%-189.5pp | 20.87%-4.5pp |
| Employer contribution / active EE | $1,473 | $1,466+0.5% | $5,433-72.9% | $2,310-36.2% |
| Participant deferral / active EE | $2,547 | $2,208+15.4% | $4,939-48.4% | $3,537-28.0% |
| Admin fee / account holder | $9 | $69-87.1% | $13,880-99.9% | $97-90.9% |