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 | $30,597 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,139 | $105,247-20.1% | $87,100-3.4% | $77,787+8.2% |
| Participation rate | 98.1% | 85.8%+12.3pp | 76.9%+21.2pp | 73.2%+24.8pp |
| Annual return | 23.49% | 24.52%-1.0pp | 28.19%-4.7pp | 32.57%-9.1pp |
| Employer contribution / active EE | $507 | $2,895-82.5% | $2,521-79.9% | $2,504-79.8% |
| Participant deferral / active EE | $7,541 | $5,060+49.0% | $4,049+86.3% | $3,967+90.1% |
| Admin fee / account holder | $70 | $104-33.0% | $7,497-99.1% | $100-30.1% |