Filed March 31, 2010
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 |
|---|---|---|
Filed as: DIMEO SCHNEIDER AND ASSOCIATES, LL Service code 27 · EIN 36-4001764 | Advisory (Plan) | $37,500 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $8,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,315 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $46,233 | $104,631-55.8% | $98,439-53.0% | $80,160-42.3% |
| Participation rate | 93.2% | 87.5%+5.7pp | 75.2%+18.1pp | 72.9%+20.3pp |
| Annual return | 17.91% | 34.72%-16.8pp | 21.16%-3.3pp | 40.38%-22.5pp |
| Employer contribution / active EE | $789 | $4,517-82.5% | $3,048-74.1% | $2,978-73.5% |
| Participant deferral / active EE | $3,337 | $6,545-49.0% | $4,738-29.6% | $5,017-33.5% |
| Admin fee / account holder | $42 | $105-60.2% | $8,948-99.5% | $145-71.2% |