Filed September 15, 1992 (most recent of 2 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $638,408 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $290,763 |
Service code 35 · EIN 62-0427913 | Employee (plan sponsor) | $240,510 |
BCBSA NEBA11+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $74,007 |
ERNST & YOUNG LLP10+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $45,543 |
SS&C2 years Service code 49 · EIN 04-3157927 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,751 | $182,927-1.2% | $200,582-9.9% | $117,739+53.5% |
| Participation rate | 100.0% | 92.5%+7.5pp | 86.9%+13.1pp | 76.6%+23.3pp |
| Annual return | 17.73% | 15.76%+2.0pp | 42.33%-24.6pp | 17.29%+0.4pp |
| Employer contribution / active EE | $3,490 | $5,985-41.7% | $6,419-45.6% | $3,746-6.8% |
| Participant deferral / active EE | $6,482 | $9,711-33.3% | $9,331-30.5% | $6,128+5.8% |
| Admin fee / account holder | $160 | $95+68.6% | $16,305-99.0% | $112+43.1% |