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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $456,703 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $236,808 |
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $21,250 |
ARMANINO LLP1 year Service code 10 · EIN 33-2514127 | Accounting | $20,016 |
BCBSA NEBA8 years Service code 14 · EIN 13-5656874 | Plan Administrator | $16,535 |
SS&C1 year 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 | $161,093 | $145,516+10.7% | $184,203-12.5% | $99,062+62.6% |
| Participation rate | 97.7% | 90.3%+7.4pp | 86.8%+10.9pp | 71.6%+26.1pp |
| Annual return | 16.44% | 21.23%-4.8pp | 28.81%-12.4pp | 17.66%-1.2pp |
| Employer contribution / active EE | $6,335 | $5,354+18.3% | $6,427-1.4% | $3,262+94.2% |
| Participant deferral / active EE | $10,595 | $8,423+25.8% | $9,131+16.0% | $5,331+98.7% |
| Admin fee / account holder | $72 | $78-7.5% | $13,901-99.5% | $109-34.1% |