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 | $52,897 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,076 |
FUST CHARLES CHAMBERS LLP9+ years Service code 10 · EIN 16-1226221 | Accounting | $14,110 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$72,084 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,610 | $47,126+20.1% | $149,673-62.2% | $74,419-23.9% |
| Participation rate | 90.6% | 63.4%+27.2pp | 78.8%+11.9pp | 70.7%+19.9pp |
| Annual return | 17.67% | 22.75%-5.1pp | 134.42%-116.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,086 | $1,905-43.0% | $4,818-77.5% | $2,637-58.8% |
| Participant deferral / active EE | $5,935 | $2,728+117.6% | $5,680+4.5% | $4,528+31.1% |
| Admin fee / account holder | $54 | $343-84.4% | $13,210-99.6% | $348-84.6% |