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 26 · EIN 36-4001764 | Advisory (Participants) | $37,500 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $10,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,973 |
Participant contribution per participant 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 | $52,974 | $112,623-53.0% | $106,213-50.1% | $199,593-73.5% |
| Participation rate | 85.3% | 86.2%-1.0pp | 75.3%+10.0pp | 72.0%+13.3pp |
| Annual return | 14.37% | 15.57%-1.2pp | 116.14%-101.8pp | 34.25%-19.9pp |
| Employer contribution / active EE | $1,419 | $4,575-69.0% | $3,171-55.3% | $3,034-53.2% |
| Participant deferral / active EE | $3,290 | $6,659-50.6% | $5,016-34.4% | $5,087-35.3% |
| Admin fee / account holder | $46 | $107-56.8% | $11,033-99.6% | $269-82.8% |