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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,076 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 23 · EIN 36-4291971 | Direct payment from the plan; Insuran... | $8,107 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 23 · EIN 06-0566090 | Direct payment from the plan; Insuran... | $7,481 |
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.
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 | $65,572 | $47,648+37.6% | $130,648-49.8% | $67,579-3.0% |
| Participation rate | 53.2% | 60.4%-7.3pp | 71.7%-18.6pp | 71.3%-18.1pp |
| Annual return | 17.42% | 25.73%-8.3pp | 1708.96%-1691.5pp | 378.56%-361.1pp |
| Employer contribution / active EE | $1,215 | $1,408-13.7% | $4,092-70.3% | $2,148-43.4% |
| Participant deferral / active EE | $1,888 | $2,616-27.8% | $3,603-47.6% | $3,539-46.6% |
| Admin fee / account holder | $40 | $105-62.2% | $5,464-99.3% | $142-72.1% |