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 LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, L.L Service code 16 · EIN 36-4001764 | Consulting | $111,246 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $67,478 | $80,211-15.9% | $74,183-9.0% | $63,975+5.5% |
| Participation rate | 96.2% | 84.2%+12.0pp | 76.6%+19.6pp | 71.1%+25.0pp |
| Annual return | 9.00% | 14.13%-5.1pp | 17.74%-8.7pp | 48.65%-39.6pp |
| Employer contribution / active EE | $463 | $2,553-81.8% | $2,370-80.4% | $2,182-78.8% |
| Participant deferral / active EE | $6,507 | $4,370+48.9% | $3,550+83.3% | $3,356+93.9% |
| Admin fee / account holder | $94 | $67+40.3% | $5,586-98.3% | $70+33.8% |