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 27 · EIN 36-4001764 | Advisory (Plan) | $31,343 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,454 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 432 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Accounting | $14,785 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$54,188 |
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 | $62,027 | $50,815+22.1% | $155,509-60.1% | $77,643-20.1% |
| Participation rate | 89.9% | 63.1%+26.8pp | 78.2%+11.7pp | 70.6%+19.4pp |
| Annual return | 12.10% | 34.80%-22.7pp | 64.67%-52.6pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,328 | $1,993-33.4% | $4,672-71.6% | $2,726-51.3% |
| Participant deferral / active EE | $6,258 | $2,822+121.7% | $5,626+11.2% | $4,647+34.7% |
| Admin fee / account holder | $22 | $437-95.1% | $15,912-99.9% | $430-95.0% |