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 NEBA5 years Service code 14 · EIN 13-5656874 | Plan Administrator | $16,358 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$14,039 |
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 | $227,394 | $136,307+66.8% | $177,821+27.9% | $73,488+209.4% |
| Participation rate | 96.2% | 86.1%+10.1pp | 87.7%+8.4pp | 70.7%+25.5pp |
| Annual return | 22.79% | 18.68%+4.1pp | 48.32%-25.5pp | 28.51%-5.7pp |
| Employer contribution / active EE | $6,601 | $3,712+77.8% | $5,918+11.5% | $2,270+190.8% |
| Participant deferral / active EE | $12,378 | $5,829+112.4% | $7,714+60.5% | $3,740+231.0% |
| Admin fee / account holder | $14 | $596-97.7% | $12,427-99.9% | $513-97.4% |