Filed September 16, 2006
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 NEBA3 years Service code 14 · EIN 13-5656874 | Plan Administrator | $11,067 |
MCGEE, HEARNE & PAIZ, LLP6+ years Service code 10 · EIN 83-0331229 | Accounting | $10,000 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$19,030 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,356 | $111,608+6.9% | $177,821-32.9% | $73,409+62.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 20.79% | 18.23%+2.6pp | 48.32%-27.5pp | 59.29%-38.5pp |
| Employer contribution / active EE | $2,967 | $3,796-21.8% | $5,918-49.9% | $2,234+32.8% |
| Participant deferral / active EE | $5,264 | $6,199-15.1% | $7,714-31.8% | $3,805+38.3% |
| Admin fee / account holder | $74 | $166-55.1% | $12,427-99.4% | $158-52.9% |