Filed December 7, 2022
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 NEBA5+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $53,940 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$59,125 |
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 | $118,451 | $95,776+23.7% | $162,163-27.0% | $77,787+52.3% |
| Participation rate | 97.4% | 88.6%+8.7pp | 87.6%+9.8pp | 73.2%+24.2pp |
| Annual return | 25.44% | 37.03%-11.6pp | 115.59%-90.1pp | 32.57%-7.1pp |
| Employer contribution / active EE | $4,998 | $3,874+29.0% | $5,614-11.0% | $2,504+99.6% |
| Participant deferral / active EE | $6,139 | $6,125+0.2% | $7,298-15.9% | $3,967+54.7% |
| Admin fee / account holder | -$2 | $88-102.7% | $10,843-100.0% | $100-102.3% |