Filed April 6, 2007 (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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $283,114 |
Filed as: DIMEO SCHNEIDER & ASSOC., LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $56,781 |
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 | $69,042 | $80,354-14.1% | $133,980-48.5% | $63,975+7.9% |
| Participation rate | 94.8% | 87.5%+7.3pp | 87.1%+7.8pp | 71.1%+23.7pp |
| Annual return | 8.10% | 13.11%-5.0pp | 29.30%-21.2pp | 48.65%-40.6pp |
| Employer contribution / active EE | $1,543 | $3,503-55.9% | $5,211-70.4% | $2,182-29.3% |
| Participant deferral / active EE | $4,338 | $5,239-17.2% | $6,282-30.9% | $3,356+29.2% |
| Admin fee / account holder | $75 | $69+8.5% | $9,324-99.2% | $70+6.8% |