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 |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOCIATES, L.L. Service code 27 · EIN 36-4001764 | Advisory (Plan) | $47,140 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,308 |
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 | $79,856 | $88,730-10.0% | $82,313-3.0% | $77,958+2.4% |
| Participation rate | 97.0% | 84.5%+12.5pp | 76.9%+20.1pp | 71.6%+25.3pp |
| Annual return | 19.93% | 20.88%-1.0pp | 25.88%-5.9pp | 20.87%-0.9pp |
| Employer contribution / active EE | $490 | $2,758-82.2% | $2,428-79.8% | $2,310-78.8% |
| Participant deferral / active EE | $6,888 | $4,634+48.6% | $3,706+85.9% | $3,537+94.8% |
| Admin fee / account holder | $56 | $74-23.9% | $5,608-99.0% | $97-42.2% |