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 LLC2+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $73,019 |
FOLEY & LARDNER LLP2+ years Service code 29 321 N CLARK ST · CHICAGO, IL 606545313 | Legal | $7,750 |
Filed as: FIDELITY INVSTMNT INST OPR CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $3,393 |
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 | $164,657 | $85,199+93.3% | $57,179+188.0% | $63,975+157.4% |
| Participation rate | 93.3% | 74.0%+19.3pp | 75.3%+18.0pp | 71.1%+22.2pp |
| Annual return | 7.00% | 10.43%-3.4pp | 14.59%-7.6pp | 48.65%-41.7pp |
| Employer contribution / active EE | $6,728 | $3,446+95.2% | $2,682+150.8% | $2,182+208.4% |
| Participant deferral / active EE | $6,508 | $3,109+109.4% | $3,096+110.2% | $3,356+93.9% |
| Admin fee / account holder | $34 | $39-11.4% | $3,139-98.9% | $70-51.4% |