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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $39,920 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 23 · EIN 06-0566090 | Insurance services; Direct payment fr... | $6,046 |
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 | $51,790 | $47,898+8.1% | $117,472-55.9% | $64,808-20.1% |
| Participation rate | 88.8% | 61.9%+26.9pp | 70.6%+18.2pp | 71.5%+17.3pp |
| Annual return | -13.59% | -15.54%+1.9pp | 29.74%-43.3pp | 32.82%-46.4pp |
| Employer contribution / active EE | $1,445 | $1,774-18.5% | $4,176-65.4% | $2,506-42.3% |
| Participant deferral / active EE | $2,337 | $3,151-25.8% | $4,070-42.6% | $4,310-45.8% |
| Admin fee / account holder | $47 | $132-64.3% | $5,645-99.2% | $188-74.9% |