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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $399,118 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $349,230 |
BCBSA NEBA6 years Service code 14 · EIN 13-5656874 | Plan Administrator | $45,799 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,346 | $119,153-7.4% | $151,611-27.2% | $78,044+41.4% |
| Participation rate | 98.6% | 92.5%+6.1pp | 87.5%+11.1pp | 74.4%+24.1pp |
| Annual return | -17.24% | -10.83%-6.4pp | 3.33%-20.6pp | 10.87%-28.1pp |
| Employer contribution / active EE | $6,835 | $5,298+29.0% | $6,166+10.8% | $3,125+118.7% |
| Participant deferral / active EE | $9,657 | $8,624+12.0% | $8,363+15.5% | $5,084+89.9% |
| Admin fee / account holder | $75 | $69+9.0% | $11,616-99.4% | $79-5.1% |