Filed June 26, 2024 (most recent of 2 filings on file)
Total covered: 22 employees
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 |
|---|---|---|
BCBSA NEBA6+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $10,301 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$41,271 |
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 | $129,825 | $111,608+16.3% | $177,821-27.0% | $73,409+76.9% |
| Participation rate | 99.6% | 87.9%+11.8pp | 87.7%+11.9pp | 72.2%+27.5pp |
| Annual return | 23.37% | 18.23%+5.1pp | 48.32%-25.0pp | 59.29%-35.9pp |
| Employer contribution / active EE | $4,981 | $3,796+31.2% | $5,918-15.8% | $2,234+123.0% |
| Participant deferral / active EE | $5,540 | $6,199-10.6% | $7,714-28.2% | $3,805+45.6% |
| Admin fee / account holder | -$40 | $166-124.2% | $12,427-100.3% | $158-125.3% |