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 |
|---|---|---|
Service code 37 · EIN 04-2647786 100 SALEM STREET · SMITHFIELD, RI 02917 | Loan Processing | $264,530 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 100 SALEM STREET · SMITHFIELD, RI 02917 | Advisory (Plan) | $30,614 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 1095 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Contract Administrator | $6,631 |
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 | $45,083 | $45,382-0.7% | $154,107-70.7% | $75,289-40.1% |
| Participation rate | 94.1% | 65.9%+28.2pp | 83.0%+11.1pp | 72.4%+21.7pp |
| Annual return | -4.66% | -0.47%-4.2pp | 735.12%-739.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1,456 | $1,533-5.0% | $5,298-72.5% | $2,405-39.5% |
| Participant deferral / active EE | $2,708 | $2,384+13.6% | $5,081-46.7% | $3,739-27.6% |
| Admin fee / account holder | $53 | $89-40.8% | $13,411-99.6% | $102-48.3% |