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 Service code 27 · EIN 36-4001764 | Advisory (Plan) | $62,854 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,434 |
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 | $69,179 | $78,852-12.3% | $76,768-9.9% | $75,289-8.1% |
| Participation rate | 97.5% | 85.0%+12.5pp | 77.0%+20.5pp | 72.4%+25.1pp |
| Annual return | -4.96% | -1.29%-3.7pp | 2.43%-7.4pp | -0.04%-4.9pp |
| Employer contribution / active EE | $520 | $2,794-81.4% | $2,485-79.1% | $2,405-78.4% |
| Participant deferral / active EE | $7,112 | $4,800+48.2% | $3,852+84.6% | $3,739+90.2% |
| Admin fee / account holder | $61 | $79-23.4% | $6,675-99.1% | $102-40.8% |