Filed May 12, 1994
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 LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, L.L Service code 16 · EIN 36-4001764 | Consulting | $105,947 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,034 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,137 | $71,957-8.1% | $67,652-2.2% | $59,188+11.7% |
| Participation rate | 96.6% | 82.7%+14.0pp | 75.7%+21.0pp | 69.4%+27.2pp |
| Annual return | -0.22% | 8.53%-8.7pp | 6625.04%-6625.3pp | 5.51%-5.7pp |
| Employer contribution / active EE | $472 | $2,432-80.6% | $2,266-79.2% | $2,098-77.5% |
| Participant deferral / active EE | $6,582 | $4,211+56.3% | $3,560+84.9% | $3,265+101.6% |
| Admin fee / account holder | $111 | $64+72.6% | $4,821-97.7% | $92+20.1% |