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 |
|---|---|---|
BCBSA NEBA7+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $39,158 |
EIDE BAILLY LLP3 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $8,100 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$72,419 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,805 | $118,337-6.4% | $189,513-41.5% | $93,030+19.1% |
| Participation rate | 98.9% | 89.1%+9.8pp | 87.8%+11.1pp | 73.9%+25.0pp |
| Annual return | 15.25% | 21.77%-6.5pp | 555.15%-539.9pp | 158.70%-143.4pp |
| Employer contribution / active EE | $3,492 | $4,204-16.9% | $6,162-43.3% | $2,706+29.1% |
| Participant deferral / active EE | $7,745 | $7,123+8.7% | $8,221-5.8% | $4,562+69.8% |
| Admin fee / account holder | $0 | $100-100.0% | $12,045-100.0% | $152-100.0% |