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 8-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,104 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $25,450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,616 | $79,519-42.6% | $95,952-52.5% | $73,409-37.9% |
| Participation rate | 94.5% | 81.2%+13.4pp | 77.1%+17.5pp | 72.2%+22.4pp |
| Annual return | 12.23% | 19.20%-7.0pp | 91.61%-79.4pp | 59.29%-47.1pp |
| Employer contribution / active EE | $1,647 | $2,048-19.6% | $2,541-35.2% | $2,234-26.3% |
| Participant deferral / active EE | $3,192 | $4,138-22.9% | $4,167-23.4% | $3,805-16.1% |
| Admin fee / account holder | $96 | $184-47.8% | $6,795-98.6% | $158-39.0% |