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 | $112,927 |
BCBSA NEBA9+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $41,237 |
Service code 49 · EIN 22-3734996 | 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 | $108,341 | $112,686-3.9% | $169,993-36.3% | $80,160+35.2% |
| Participation rate | 98.7% | 87.4%+11.3pp | 87.0%+11.7pp | 72.9%+25.8pp |
| Annual return | 19.18% | 67.04%-47.9pp | 53.37%-34.2pp | 40.38%-21.2pp |
| Employer contribution / active EE | $4,779 | $4,481+6.6% | $6,785-29.6% | $2,978+60.5% |
| Participant deferral / active EE | $8,652 | $7,876+9.9% | $10,408-16.9% | $5,017+72.4% |
| Admin fee / account holder | $83 | $99-16.0% | $12,815-99.4% | $145-42.5% |