Filed October 12, 1
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 & ASSOCIATES, LLC Service code 27 265 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $53,615 |
GRAY, GRAY & GRAY2 years Filed as: GRAY, GRAY & GRAY LLP Service code 10 · EIN 04-2088368 | Accounting | $30,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $26,323 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,861 | $79,519+45.7% | $95,952+20.7% | $73,409+57.8% |
| Participation rate | 98.5% | 81.2%+17.3pp | 77.1%+21.4pp | 72.2%+26.3pp |
| Annual return | 16.14% | 19.20%-3.1pp | 91.61%-75.5pp | 59.29%-43.2pp |
| Employer contribution / active EE | $4,967 | $2,048+142.5% | $2,541+95.5% | $2,234+122.4% |
| Participant deferral / active EE | $8,124 | $4,138+96.3% | $4,167+95.0% | $3,805+113.5% |
| Admin fee / account holder | $65 | $184-65.0% | $6,795-99.1% | $158-59.1% |