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 | $79,138 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $37,234 |
WOLF & COMPANY, P.C.4 years Filed as: WOLF AND COMPANY PC Service code 10 · EIN 04-2689883 | Accounting | $18,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,655 | $100,227+34.4% | $169,993-20.8% | $74,419+80.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 16.61% | 66.08%-49.5pp | 53.37%-36.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $2,817 | $4,263-33.9% | $6,785-58.5% | $2,637+6.8% |
| Participant deferral / active EE | $8,214 | $7,143+15.0% | $10,408-21.1% | $4,528+81.4% |
| Admin fee / account holder | $271 | $234+15.4% | $12,815-97.9% | $348-22.2% |