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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $406,397 |
Filed as: DIMEO SCHNEIDER & ASSOC LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $75,136 |
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 | $100,135 | $110,699-9.5% | $177,821-43.7% | $90,288+10.9% |
| Participation rate | 94.2% | 88.3%+5.9pp | 87.7%+6.5pp | 73.4%+20.9pp |
| Annual return | 13.63% | 22.79%-9.2pp | 48.32%-34.7pp | 53.97%-40.3pp |
| Employer contribution / active EE | $1,812 | $4,118-56.0% | $5,918-69.4% | $2,524-28.2% |
| Participant deferral / active EE | $5,729 | $6,731-14.9% | $7,714-25.7% | $4,232+35.4% |
| Admin fee / account holder | $102 | $90+13.6% | $12,427-99.2% | $114-10.3% |