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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $138,119 |
BCBSA NEBA8+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $40,478 |
EIDE BAILLY LLP4 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $10,500 |
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 | $91,810 | $95,918-4.3% | $151,611-39.4% | $77,904+17.8% |
| Participation rate | 98.6% | 88.7%+9.9pp | 87.5%+11.1pp | 73.7%+24.9pp |
| Annual return | -16.98% | -5.50%-11.5pp | 3.33%-20.3pp | 12.21%-29.2pp |
| Employer contribution / active EE | $3,757 | $4,330-13.3% | $6,166-39.1% | $2,848+31.9% |
| Participant deferral / active EE | $8,102 | $7,508+7.9% | $8,363-3.1% | $4,806+68.6% |
| Admin fee / account holder | $104 | $93+11.9% | $11,616-99.1% | $133-21.3% |