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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,554 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 23 · EIN 36-4291971 | Direct payment from the plan; Insuran... | $8,170 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 23 · EIN 06-0566090 | Direct payment from the plan; Insuran... | $7,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,654 | $54,121+45.3% | $134,143-41.4% | $73,409+7.1% |
| Participation rate | 52.7% | 64.4%-11.7pp | 72.2%-19.5pp | 72.2%-19.5pp |
| Annual return | 14.77% | -312.52%+327.3pp | 36.33%-21.6pp | 59.29%-44.5pp |
| Employer contribution / active EE | $1,296 | $1,402-7.6% | $3,704-65.0% | $2,234-42.0% |
| Participant deferral / active EE | $2,039 | $2,844-28.3% | $3,499-41.7% | $3,805-46.4% |
| Admin fee / account holder | $53 | $132-60.2% | $6,684-99.2% | $158-66.7% |