Filed December 10, 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 | $103,161 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 · EIN 36-4001764 | Consulting | $26,637 |
WOLF & COMPANY, P.C.2 years Filed as: WOLF AND COMPANY PC Service code 10 · EIN 04-2689883 | Accounting | $17,500 |
Filed as: FIUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 06-1050034 | Advisory (Plan) | $8,795 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $137,391 | $111,491+23.2% | $189,513-27.5% | $86,799+58.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 12.82% | 83.50%-70.7pp | 555.15%-542.3pp | 97.91%-85.1pp |
| Employer contribution / active EE | $4,246 | $3,951+7.5% | $6,162-31.1% | $2,405+76.5% |
| Participant deferral / active EE | $8,131 | $6,437+26.3% | $8,221-1.1% | $4,131+96.8% |
| Admin fee / account holder | $343 | $189+82.0% | $12,045-97.1% | $170+102.6% |