Filed November 25, 2019
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 Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $43,875 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $41,121 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $13,982 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,263 | $54,320+29.3% | $67,652+3.9% | $52,331+34.3% |
| Participation rate | 99.1% | 73.6%+25.5pp | 75.7%+23.5pp | 68.1%+31.0pp |
| Annual return | 0.32% | 6.81%-6.5pp | 6625.04%-6624.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $2,918 | $1,544+89.0% | $2,266+28.8% | $1,882+55.1% |
| Participant deferral / active EE | $3,858 | $2,950+30.8% | $3,560+8.4% | $3,022+27.7% |
| Admin fee / account holder | $375 | $527-28.8% | $4,821-92.2% | $592-36.6% |