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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $56,467 |
BCBSA NEBA8+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $34,830 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,652 | $86,897+41.1% | $151,611-19.1% | $64,808+89.3% |
| Participation rate | 98.4% | 87.3%+11.1pp | 87.5%+10.9pp | 71.5%+26.9pp |
| Annual return | -19.27% | -3.57%-15.7pp | 3.33%-22.6pp | 32.82%-52.1pp |
| Employer contribution / active EE | $5,258 | $4,010+31.1% | $6,166-14.7% | $2,506+109.8% |
| Participant deferral / active EE | $6,909 | $6,690+3.3% | $8,363-17.4% | $4,310+60.3% |
| Admin fee / account holder | $127 | $153-16.7% | $11,616-98.9% | $188-32.2% |