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 LLC6+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $78,604 |
Filed as: FIDELITY INVSTMNT INST OPR CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $13,859 |
FOLEY & LARDNER LLP6+ years Service code 12 · EIN 36-4001764 | Contract Administrator; Participant l... | $10,740 |
FASCORE, LLC1 year Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $235,796 | $105,581+123.3% | $70,449+234.7% | $90,288+161.2% |
| Participation rate | 68.5% | 77.5%-9.1pp | 75.1%-6.6pp | 73.4%-4.9pp |
| Annual return | 13.42% | 14.78%-1.4pp | 109.03%-95.6pp | 53.97%-40.6pp |
| Employer contribution / active EE | $4,976 | $3,304+50.6% | $2,737+81.8% | $2,524+97.1% |
| Participant deferral / active EE | $7,032 | $3,813+84.4% | $3,709+89.6% | $4,232+66.1% |
| Admin fee / account holder | $45 | $68-33.1% | $3,845-98.8% | $114-60.4% |