See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUECROSS BLUE SHIELD ASSOCIATION Service code 15 · EIN 13-5656874 | Recordkeeping | $35,255 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,909 |
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 | $41,172 | $75,760-45.7% | $123,104-66.6% | $59,188-30.4% |
| Participation rate | 99.5% | 86.0%+13.4pp | 86.8%+12.7pp | 69.4%+30.1pp |
| Annual return | 0.17% | 2.93%-2.8pp | 13.22%-13.0pp | 5.51%-5.3pp |
| Employer contribution / active EE | $4,393 | $3,415+28.6% | $5,151-14.7% | $2,098+109.4% |
| Participant deferral / active EE | $5,800 | $5,000+16.0% | $6,230-6.9% | $3,265+77.6% |
| Admin fee / account holder | $4 | $61-93.5% | $9,015-100.0% | $92-95.7% |