Filed October 9, 1998 (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 |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOCIATES, L.L. Service code 27 · EIN 36-4001764 | Advisory (Plan) | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$628 |
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 | $72,753 | $39,898+82.3% | $121,196-40.0% | $55,725+30.6% |
| Participation rate | 70.8% | 61.2%+9.6pp | 71.7%-0.9pp | 70.9%0pp |
| Annual return | -4.31% | -0.96%-3.4pp | 16.93%-21.2pp | 244.93%-249.2pp |
| Employer contribution / active EE | $2,153 | $1,295+66.3% | $4,022-46.5% | $2,078+3.6% |
| Participant deferral / active EE | $3,552 | $2,439+45.6% | $3,344+6.2% | $3,356+5.8% |
| Admin fee / account holder | $16 | $95-83.1% | $5,019-99.7% | $115-86.1% |