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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.
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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 | $117,612 |
FINANCIAL ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $100,570 |
Service code 16 · EIN 33-0818667 | Consulting | $46,500 |
Filed as: BLUECROSS BLUESHIELD ASSOCIATION Service code 14 · EIN 13-5656874 | Plan Administrator | $36,911 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,037 | $82,546-9.1% | $140,016-46.4% | $75,289-0.3% |
| Participation rate | 97.9% | 88.4%+9.5pp | 87.5%+10.4pp | 72.4%+25.4pp |
| Annual return | -15.54% | -0.36%-15.2pp | 651.12%-666.7pp | -0.04%-15.5pp |
| Employer contribution / active EE | $5,445 | $3,856+41.2% | $5,606-2.9% | $2,405+126.4% |
| Participant deferral / active EE | $8,524 | $5,731+48.7% | $6,927+23.1% | $3,739+128.0% |
| Admin fee / account holder | $71 | $86-16.7% | $10,705-99.3% | $102-30.1% |