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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $406,133 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $253,517 |
BCBSA NEBA7 years Service code 14 · EIN 13-5656874 | Plan Administrator | $29,104 |
Service code 49 · EIN 22-3734996 | 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 | $139,691 | $129,756+7.7% | $169,993-17.8% | $103,482+35.0% |
| Participation rate | 98.6% | 91.3%+7.4pp | 87.0%+11.6pp | 73.3%+25.4pp |
| Annual return | 20.63% | 20.17%+0.5pp | 53.37%-32.7pp | 33.11%-12.5pp |
| Employer contribution / active EE | $7,384 | $5,236+41.0% | $6,785+8.8% | $3,208+130.2% |
| Participant deferral / active EE | $10,495 | $8,283+26.7% | $10,408+0.8% | $5,207+101.5% |
| Admin fee / account holder | $67 | $73-8.3% | $12,815-99.5% | $114-41.5% |