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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $398,743 |
Filed as: DIMEO SCHNEIDER & ASSOC, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $75,377 |
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 | $89,947 | $95,776-6.1% | $162,163-44.5% | $77,787+15.6% |
| Participation rate | 95.5% | 88.6%+6.8pp | 87.6%+7.9pp | 73.2%+22.2pp |
| Annual return | 20.43% | 37.03%-16.6pp | 115.59%-95.2pp | 32.57%-12.1pp |
| Employer contribution / active EE | $1,850 | $3,874-52.2% | $5,614-67.0% | $2,504-26.1% |
| Participant deferral / active EE | $5,598 | $6,125-8.6% | $7,298-23.3% | $3,967+41.1% |
| Admin fee / account holder | $100 | $88+14.6% | $10,843-99.1% | $100+0.4% |