Filed November 5, 2015 (most recent of 3 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 |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $89,668 |
FOLEY & LARDNER LLP1+ years Service code 29 321 N CLARK ST · CHICAGO, IL 606545313 | Legal | $12,895 |
Filed as: FIDELITY INVSTMNT INST OPR CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,215 |
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 | $202,968 | $112,772+80.0% | $57,343+254.0% | $59,188+242.9% |
| Participation rate | 97.8% | 71.3%+26.5pp | 75.1%+22.7pp | 69.4%+28.4pp |
| Annual return | 2.33% | 0.85%+1.5pp | 24.39%-22.1pp | 5.51%-3.2pp |
| Employer contribution / active EE | $5,859 | $3,400+72.3% | $2,689+117.9% | $2,098+179.3% |
| Participant deferral / active EE | $5,484 | $3,010+82.2% | $3,162+73.4% | $3,265+68.0% |
| Admin fee / account holder | $60 | $144-58.6% | $3,356-98.2% | $92-35.3% |