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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $65,993 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 23 · EIN 06-0566090 | Insurance services; Direct payment fr... | $5,231 |
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 | $72,797 | $58,778+23.9% | $129,207-43.7% | $77,643-6.2% |
| Participation rate | 88.7% | 59.2%+29.5pp | 69.6%+19.1pp | 70.6%+18.1pp |
| Annual return | 13.32% | 24.73%-11.4pp | 9417.33%-9404.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,729 | $1,952-11.5% | $4,153-58.4% | $2,726-36.6% |
| Participant deferral / active EE | $2,798 | $3,212-12.9% | $4,168-32.9% | $4,647-39.8% |
| Admin fee / account holder | $77 | $589-87.0% | $7,715-99.0% | $430-82.2% |