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 |
|---|---|---|
BCBSA NEBA1 year Service code 14 · EIN 13-5656874 | Plan Administrator | $256,858 |
AON CONSULTING2+ years Filed as: AON HEWITT INVEST. CONSULTING, INC. Service code 16 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Consulting | $58,483 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,298 |
MERCER2+ years Service code 16 1166 6TH AVENUE · NEW YORK, NY 10036 | Consulting | $26,573 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$115,124 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,604 | $96,400-7.0% | $149,718-40.2% | $177,276-49.5% |
| Participation rate | 98.3% | 88.9%+9.3pp | 87.1%+11.2pp | 74.8%+23.4pp |
| Annual return | 25.77% | 19.02%+6.8pp | 1501.63%-1475.9pp | 21.25%+4.5pp |
| Employer contribution / active EE | $7,095 | $3,680+92.8% | $5,445+30.3% | $2,479+186.2% |
| Participant deferral / active EE | $7,302 | $5,510+32.5% | $6,569+11.2% | $3,881+88.2% |
| Admin fee / account holder | $36 | $69-47.8% | $11,283-99.7% | $154-76.5% |