Filed January 31, 2005
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: COREBRIDGE FINANCIAL INC Service code 53 2929 ALLEN PKWY · HOUSTON, TX 77019 | Insurance Commissions | $28,095 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,007 | $49,915-67.9% | $154,803-89.7% | $74,304-78.5% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 15.87% | 34.06%-18.2pp | 58.88%-43.0pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,691 | $1,611+5.0% | $4,305-60.7% | $2,241-24.5% |
| Participant deferral / active EE | $1,749 | $2,255-22.4% | $5,540-68.4% | $3,767-53.6% |
| Admin fee / account holder | $36 | $2,189-98.3% | $14,329-99.7% | $2,969-98.8% |