Filed April 30, 2013
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 9-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 |
|---|---|---|
FID INV INST OPS CO5 years Service code 37 · EIN 04-2647786 | Loan Processing | $60,425 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,204 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 16 · EIN 36-4001764 | Consulting | $13,447 |
SOUNDHILL GRAPHICS1 year Service code 16 · EIN 83-2657094 | Consulting | $11,852 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $101,060 | $52,346+93.1% | $143,757-29.7% | $78,044+29.5% |
| Participation rate | 85.4% | 72.7%+12.7pp | 80.3%+5.1pp | 74.4%+10.9pp |
| Annual return | -13.77% | -14.19%+0.4pp | -0.04%-13.7pp | 10.87%-24.6pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,951-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,637-100.0% | $5,084-100.0% |
| Admin fee / account holder | $39 | $63-38.5% | $14,673-99.7% | $79-50.6% |