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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $37,715 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 23 · EIN 36-4291971 | Insurance services; Direct payment fr... | $7,111 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 23 · EIN 06-0566090 | Insurance services; Direct payment fr... | $6,475 |
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 | $59,946 | $62,723-4.4% | $142,863-58.0% | $86,799-30.9% |
| Participation rate | 90.4% | 62.6%+27.9pp | 71.9%+18.5pp | 72.3%+18.1pp |
| Annual return | 12.85% | 17.62%-4.8pp | 5637.54%-5624.7pp | 97.91%-85.1pp |
| Employer contribution / active EE | $1,516 | $1,627-6.8% | $4,144-63.4% | $2,405-37.0% |
| Participant deferral / active EE | $2,390 | $3,039-21.4% | $3,837-37.7% | $4,131-42.2% |
| Admin fee / account holder | $54 | $140-61.6% | $6,560-99.2% | $170-68.4% |