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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $358,526 |
Filed as: DIMEO SCHNEIDER & ASSOC., LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $76,541 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,122 | $82,546-7.8% | $140,016-45.6% | $75,289+1.1% |
| Participation rate | 95.3% | 88.4%+7.0pp | 87.5%+7.8pp | 72.4%+22.9pp |
| Annual return | -4.54% | -0.36%-4.2pp | 651.12%-655.7pp | -0.04%-4.5pp |
| Employer contribution / active EE | $1,837 | $3,856-52.4% | $5,606-67.2% | $2,405-23.6% |
| Participant deferral / active EE | $5,324 | $5,731-7.1% | $6,927-23.1% | $3,739+42.4% |
| Admin fee / account holder | $92 | $86+7.8% | $10,705-99.1% | $102-9.6% |