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 LLC3+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES CO Service code 27 · EIN 36-4001764 | Advisory (Plan) | $41,172 |
Filed as: THE PRUDENTIAL INSURANCE CO OF AMER Service code 15 · EIN 22-1211670 | Recordkeeping | $2,895 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,845 | $69,305+36.9% | $82,313+15.2% | $69,631+36.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 11.62% | 21.47%-9.8pp | 25.88%-14.3pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $2,786 | $1,887+47.7% | $2,428+14.7% | $2,032+37.1% |
| Participant deferral / active EE | $4,594 | $3,568+28.7% | $3,706+24.0% | $3,224+42.5% |
| Admin fee / account holder | $92 | $97-4.8% | $5,608-98.4% | $110-16.3% |