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 | $45,343-64.7% | $150,298-89.3% | $67,986-76.5% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 15.87% | 33.28%-17.4pp | 62.79%-46.9pp | 31.67%-15.8pp |
| Employer contribution / active EE | $1,691 | $1,462+15.7% | $4,154-59.3% | $2,019-16.2% |
| Participant deferral / active EE | $1,749 | $2,055-14.9% | $5,453-67.9% | $3,358-47.9% |
| Admin fee / account holder | $36 | $2,250-98.4% | $14,116-99.7% | $3,203-98.9% |