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 | $89,172 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 · EIN 36-4001764 | Consulting | $36,188 |
WOLF & COMPANY, P.C.3 years Filed as: WOLF AND COMPANY PC Service code 10 · EIN 04-2689883 | Accounting | $18,250 |
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 | $118,176 | $86,897+36.0% | $151,611-22.1% | $64,808+82.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -14.09% | -3.57%-10.5pp | 3.33%-17.4pp | 32.82%-46.9pp |
| Employer contribution / active EE | $2,857 | $4,010-28.8% | $6,166-53.7% | $2,506+14.0% |
| Participant deferral / active EE | $8,243 | $6,690+23.2% | $8,363-1.4% | $4,310+91.2% |
| Admin fee / account holder | $297 | $153+93.9% | $11,616-97.4% | $188+57.9% |