Filed May 5, 2005 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $930,246 |
BCBSA NEBA4+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $43,660 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$61,531 |
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 | $65,831 | $96,381-31.7% | $140,016-53.0% | $73,367-10.3% |
| Participation rate | 96.6% | 90.1%+6.5pp | 87.5%+9.1pp | 69.5%+27.2pp |
| Annual return | -5.40% | -4.30%-1.1pp | 651.12%-656.5pp | 173.45%-178.9pp |
| Employer contribution / active EE | $2,242 | $4,168-46.2% | $5,606-60.0% | $2,499-10.3% |
| Participant deferral / active EE | $4,424 | $6,186-28.5% | $6,927-36.1% | $4,033+9.7% |
| Admin fee / account holder | $75 | $100-24.5% | $10,705-99.3% | $68+10.3% |