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 | Direct payment from the plan; Insuran... | $8,028 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $5,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,071 | $39,898+40.5% | $121,196-53.7% | $55,725+0.6% |
| Participation rate | 52.3% | 61.2%-8.9pp | 71.7%-19.4pp | 70.9%-18.5pp |
| Annual return | -1.09% | -0.96%-0.1pp | 16.93%-18.0pp | 244.93%-246.0pp |
| Employer contribution / active EE | $1,030 | $1,295-20.5% | $4,022-74.4% | $2,078-50.4% |
| Participant deferral / active EE | $1,636 | $2,439-32.9% | $3,344-51.1% | $3,356-51.3% |
| Admin fee / account holder | $17 | $95-82.5% | $5,019-99.7% | $115-85.6% |