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 LLC5+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $77,687 |
TIAA1 year Service code 12 · EIN 13-1624203 | Recordkeeping and information managem... | $8,614 |
Filed as: FIDELITY INVSTMNT INST OPR CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $4,368 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Claims processing; Participant loan p... | $618 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $182,286 | $204,517-10.9% | $69,455+162.5% | $77,787+134.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 74.6%+25.4pp | 73.2%+26.8pp |
| Annual return | 17.24% | 22.10%-4.9pp | 28.97%-11.7pp | 32.57%-15.3pp |
| Employer contribution / active EE | $6,435 | $3,548+81.4% | $2,779+131.6% | $2,504+157.0% |
| Participant deferral / active EE | $6,788 | $3,478+95.2% | $3,535+92.0% | $3,967+71.1% |
| Admin fee / account holder | $35 | $101-64.9% | $3,839-99.1% | $100-64.7% |