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 ENGINES8+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $1,137,611 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $269,714 |
BCBSA NEBA8+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $57,396 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $115,336 | $119,153-3.2% | $151,611-23.9% | $78,044+47.8% |
| Participation rate | 96.1% | 92.5%+3.6pp | 87.5%+8.6pp | 74.4%+21.6pp |
| Annual return | -17.65% | -10.83%-6.8pp | 3.33%-21.0pp | 10.87%-28.5pp |
| Employer contribution / active EE | $6,099 | $5,298+15.1% | $6,166-1.1% | $3,125+95.2% |
| Participant deferral / active EE | $7,245 | $8,624-16.0% | $8,363-13.4% | $5,084+42.5% |
| Admin fee / account holder | $142 | $69+105.9% | $11,616-98.8% | $79+79.4% |