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 |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $529,342 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $70,845 |
BCBSA NEBA2+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $59,463 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$114,547 |
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 | $72,719 | $82,683-12.1% | $133,980-45.7% | $65,292+11.4% |
| Participation rate | 99.9% | 87.3%+12.6pp | 87.1%+12.8pp | 72.4%+27.4pp |
| Annual return | 8.45% | 9.63%-1.2pp | 29.30%-20.8pp | 11.84%-3.4pp |
| Employer contribution / active EE | $4,541 | $3,583+26.7% | $5,211-12.9% | $2,302+97.3% |
| Participant deferral / active EE | $3,846 | $5,190-25.9% | $6,282-38.8% | $3,579+7.5% |
| Admin fee / account holder | $77 | $66+17.8% | $9,324-99.2% | $57+35.0% |