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 NEBA7+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $26,482 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$39,122 |
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 | $151,939 | $111,491+36.3% | $189,513-19.8% | $86,799+75.0% |
| Participation rate | 98.8% | 87.3%+11.5pp | 87.8%+11.0pp | 72.3%+26.5pp |
| Annual return | 16.08% | 83.50%-67.4pp | 555.15%-539.1pp | 97.91%-81.8pp |
| Employer contribution / active EE | $9,361 | $3,951+136.9% | $6,162+51.9% | $2,405+289.2% |
| Participant deferral / active EE | $6,423 | $6,437-0.2% | $8,221-21.9% | $4,131+55.5% |
| Admin fee / account holder | -$17 | $189-109.0% | $12,045-100.1% | $170-110.0% |