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 |
|---|---|---|
FINANCIAL ENGINES5 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $147,554 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818666 | Consulting | $62,000 |
Filed as: BLUECROSS BLUE SHIELD ASSOCIATION Service code 13 · EIN 13-5656874 | Contract Administrator | $45,421 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,780 |
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 | $109,573 | $110,699-1.0% | $177,821-38.4% | $90,288+21.4% |
| Participation rate | 96.8% | 88.3%+8.5pp | 87.7%+9.1pp | 73.4%+23.5pp |
| Annual return | 19.12% | 22.79%-3.7pp | 48.32%-29.2pp | 53.97%-34.8pp |
| Employer contribution / active EE | $5,226 | $4,118+26.9% | $5,918-11.7% | $2,524+107.1% |
| Participant deferral / active EE | $8,331 | $6,731+23.8% | $7,714+8.0% | $4,232+96.8% |
| Admin fee / account holder | $51 | $90-43.6% | $12,427-99.6% | $114-55.5% |