See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Filed as: DIMEO SCHNEIDER ASS Service code 16 · EIN 36-4001764 | Consulting | $69,820 |
FINANCIAL ENGINES3 years Service code 16 · EIN 77-0473565 | Consulting | $35,336 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$60,361 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,413 | $101,523-11.9% | $141,162-36.7% | $77,787+14.9% |
| Participation rate | 93.9% | 77.4%+16.6pp | 82.5%+11.5pp | 73.2%+20.7pp |
| Annual return | 24.35% | 56.22%-31.9pp | 71.39%-47.0pp | 32.57%-8.2pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $7,874 | $6,434+22.4% | $6,709+17.4% | $3,967+98.5% |
| Admin fee / account holder | $20 | $92-77.8% | $10,261-99.8% | $100-79.7% |