Filed May 20, 1992
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $598,303 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $252,009 |
MERCER2 years Filed as: MERCER INVESTMENTS, LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $68,723 |
ARMANINO LLP2 years Service code 10 · EIN 33-2514127 | Accounting | $35,758 |
BCBSA NEBA9 years Service code 14 · EIN 13-5656874 | Plan Administrator | $34,990 |
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 | $186,787 | $182,927+2.1% | $200,582-6.9% | $117,739+58.6% |
| Participation rate | 97.2% | 92.5%+4.7pp | 86.9%+10.3pp | 76.6%+20.5pp |
| Annual return | 19.12% | 15.76%+3.4pp | 42.33%-23.2pp | 17.29%+1.8pp |
| Employer contribution / active EE | $6,492 | $5,985+8.5% | $6,419+1.1% | $3,746+73.3% |
| Participant deferral / active EE | $10,842 | $9,711+11.7% | $9,331+16.2% | $6,128+76.9% |
| Admin fee / account holder | $93 | $95-2.2% | $16,305-99.4% | $112-17.0% |