Filed March 10, 1995
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 6-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 |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES CO Service code 27 · EIN 36-4001764 | Advisory (Plan) | $40,000 |
Filed as: THE PRUDENTIAL INSURANCE CO OF AMER Service code 15 · EIN 22-1211670 | Recordkeeping | $4,896 |
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 | $81,295 | $72,770+11.7% | $67,652+20.2% | $55,191+47.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | -0.00% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $2,788 | $1,769+57.6% | $2,266+23.0% | $1,899+46.8% |
| Participant deferral / active EE | $4,696 | $3,408+37.8% | $3,560+31.9% | $3,046+54.1% |
| Admin fee / account holder | $70 | $79-11.2% | $4,821-98.5% | $91-22.9% |