Filed April 1, 1991
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: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 23 · EIN 06-0566090 | Insurance services; Direct payment fr... | $8,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,398 | $45,324+20.0% | $122,332-55.5% | $69,631-21.9% |
| Participation rate | 60.8% | 59.9%+0.8pp | 71.6%-10.9pp | 70.7%-9.9pp |
| Annual return | 13.36% | 25.35%-12.0pp | 30.27%-16.9pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $1,152 | $1,230-6.3% | $4,050-71.6% | $2,032-43.3% |
| Participant deferral / active EE | $1,874 | $2,367-20.8% | $3,287-43.0% | $3,224-41.9% |
| Admin fee / account holder | $12 | $87-86.2% | $5,478-99.8% | $110-89.1% |