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 LLC3+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $74,352 |
Filed as: FIDELITY INVSTMNT INST OPR CO, INC. Service code 60 | Sub-TA Fees | $0 |
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 | $0 | $92,091-100.0% | $62,995-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 74.8%-74.8pp | 71.6%-71.6pp |
| Annual return | 14.85% | 16.23%-1.4pp | 87.57%-72.7pp | 20.87%-6.0pp |
| Employer contribution / active EE | $6,822 | $3,424+99.2% | $2,759+147.3% | $2,310+195.3% |
| Participant deferral / active EE | $6,619 | $3,361+96.9% | $3,329+98.8% | $3,537+87.2% |
| Admin fee / account holder | $0 | $48-100.0% | $3,600-100.0% | $97-100.0% |