Filed June 5, 2013 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $99,241 |
EIDE BAILLY LLP6 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $24,000 |
FINANCIAL ENGINES1 year Service code 27 · EIN 94-3250323 | Advisory (Plan) | $19,446 |
BCBSA NEBA10+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $7,528 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $0 |
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 | $129,741 | $122,854+5.6% | $184,200-29.6% | $199,768-35.1% |
| Participation rate | 98.6% | 87.0%+11.5pp | 86.8%+11.7pp | 72.0%+26.5pp |
| Annual return | 14.94% | 143.99%-129.1pp | 28.80%-13.9pp | 34.26%-19.3pp |
| Employer contribution / active EE | $6,283 | $4,588+36.9% | $6,424-2.2% | $3,037+106.9% |
| Participant deferral / active EE | $9,550 | $7,995+19.5% | $9,132+4.6% | $5,090+87.6% |
| Admin fee / account holder | $83 | $120-30.8% | $13,907-99.4% | $269-69.1% |