Filed October 26, 2016
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 |
|---|---|---|
BCBSA NEBA1 year Service code 14 · EIN 13-5656874 | Plan Administrator | $10,102 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$8,985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,336 | $66,813+80.1% | $100,516+19.7% | $73,488+63.7% |
| Participation rate | 95.2% | 77.5%+17.8pp | 79.4%+15.8pp | 70.7%+24.6pp |
| Annual return | 25.70% | 25.70%0pp | 30.89%-5.2pp | 28.51%-2.8pp |
| Employer contribution / active EE | $4,659 | $2,147+117.1% | $3,418+36.3% | $2,270+105.2% |
| Participant deferral / active EE | $11,777 | $5,883+100.2% | $6,270+87.8% | $3,740+214.9% |
| Admin fee / account holder | $6 | $512-98.8% | $8,081-99.9% | $513-98.8% |