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 INSTITUTIONAL11+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $91,782 |
FINANCIAL ENGINES2 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $57,476 |
EIDE BAILLY LLP7 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $14,000 |
BCBSA NEBA11+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $10,135 |
SS&C2 years 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 | $162,535 | $160,882+1.0% | $200,582-19.0% | $102,872+58.0% |
| Participation rate | 97.2% | 91.2%+6.0pp | 86.9%+10.3pp | 73.0%+24.1pp |
| Annual return | 18.08% | 18.15%-0.1pp | 42.33%-24.3pp | 19.06%-1.0pp |
| Employer contribution / active EE | $6,458 | $5,602+15.3% | $6,419+0.6% | $3,526+83.1% |
| Participant deferral / active EE | $10,464 | $9,300+12.5% | $9,331+12.1% | $5,535+89.1% |
| Admin fee / account holder | $105 | $125-15.5% | $16,305-99.4% | $292-63.9% |