Filed December 4, 2009 (most recent of 2 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 |
|---|---|---|
Filed as: DIMEO SCHNEIDER Service code 16 · EIN 36-4001764 | Consulting | $39,745 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,616 |
FUST CHARLES CHAMBERS LLP7+ years Service code 10 · EIN 16-1226221 | Accounting | $12,510 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,731 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $61,033 | $56,485+8.1% | $185,823-67.2% | $86,799-29.7% |
| Participation rate | 89.2% | 65.5%+23.7pp | 81.7%+7.5pp | 72.3%+16.9pp |
| Annual return | 12.88% | 118.04%-105.2pp | 122.05%-109.2pp | 97.91%-85.0pp |
| Employer contribution / active EE | $99 | $1,843-94.7% | $5,167-98.1% | $2,405-95.9% |
| Participant deferral / active EE | $5,493 | $2,553+115.2% | $5,568-1.3% | $4,131+33.0% |
| Admin fee / account holder | $82 | $150-44.9% | $16,237-99.5% | $170-51.4% |