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 ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $860,522 |
BCBSA NEBA1+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $130,382 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $50,914 |
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 | $85,979 | $83,458+3.0% | $123,104-30.2% | $67,505+27.4% |
| Participation rate | 99.1% | 84.5%+14.6pp | 86.8%+12.3pp | 71.2%+27.9pp |
| Annual return | 1.14% | 1.29%-0.2pp | 13.22%-12.1pp | 6.52%-5.4pp |
| Employer contribution / active EE | $4,954 | $3,087+60.5% | $5,151-3.8% | $2,173+128.0% |
| Participant deferral / active EE | $5,235 | $5,379-2.7% | $6,230-16.0% | $3,597+45.5% |
| Admin fee / account holder | $145 | $60+142.3% | $9,015-98.4% | $56+157.8% |