Filed September 12, 2018 (most recent of 5 filings on file)
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 13 · EIN 06-1050034 | Contract Administrator | $325,644 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $42,374 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,111 | $118,337+29.4% | $189,513-19.2% | $93,030+64.6% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 11.40% | 21.77%-10.4pp | 555.15%-543.7pp | 158.70%-147.3pp |
| Employer contribution / active EE | $2,894 | $4,204-31.2% | $6,162-53.0% | $2,706+6.9% |
| Participant deferral / active EE | $8,312 | $7,123+16.7% | $8,221+1.1% | $4,562+82.2% |
| Admin fee / account holder | $189 | $100+89.5% | $12,045-98.4% | $152+24.5% |