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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $176,714 |
FINANCIAL ENGINES2 years Service code 16 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Consulting | $88,561 |
Filed as: BLUECROSS BLUE SHIELD ASSOCIATION Service code 99 · EIN 13-5656874 | Other Fees | $34,594 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,536 | $89,274-25.5% | $149,718-55.6% | $77,958-14.7% |
| Participation rate | 93.4% | 87.6%+5.8pp | 87.1%+6.4pp | 71.6%+21.8pp |
| Annual return | 20.07% | 20.36%-0.3pp | 1501.63%-1481.6pp | 20.87%-0.8pp |
| Employer contribution / active EE | $4,020 | $3,727+7.9% | $5,445-26.2% | $2,310+74.0% |
| Participant deferral / active EE | $6,223 | $5,382+15.6% | $6,569-5.3% | $3,537+76.0% |
| Admin fee / account holder | $57 | $240-76.2% | $11,283-99.5% | $97-41.4% |