Filed July 28, 2006 (most recent of 3 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 ENGINES10+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $1,563,560 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $392,935 |
BCBSA NEBA10+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $21,218 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,102 | $145,516+7.3% | $184,203-15.3% | $99,062+57.6% |
| Participation rate | 98.5% | 90.3%+8.2pp | 86.8%+11.6pp | 71.6%+26.8pp |
| Annual return | 15.81% | 21.23%-5.4pp | 28.81%-13.0pp | 17.66%-1.8pp |
| Employer contribution / active EE | $3,538 | $5,354-33.9% | $6,427-45.0% | $3,262+8.5% |
| Participant deferral / active EE | $8,059 | $8,423-4.3% | $9,131-11.7% | $5,331+51.2% |
| Admin fee / account holder | $178 | $78+129.7% | $13,901-98.7% | $109+63.7% |