See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,445 |
Filed as: DIMEO SCHNEIDER & ASSOC LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $32,304 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,126 |
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 | $54,166 | $110,299-50.9% | $102,423-47.1% | $199,593-72.9% |
| Participation rate | 89.2% | 86.3%+2.9pp | 76.5%+12.7pp | 72.0%+17.2pp |
| Annual return | 31.46% | 35.73%-4.3pp | 29.32%+2.1pp | 34.25%-2.8pp |
| Employer contribution / active EE | $2,183 | $3,603-39.4% | $3,023-27.8% | $3,034-28.0% |
| Participant deferral / active EE | $3,910 | $6,376-38.7% | $5,053-22.6% | $5,087-23.1% |
| Admin fee / account holder | $109 | $122-11.2% | $9,451-98.9% | $269-59.6% |