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 | $37,186 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $15,750 |
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 | $98,069 | $176,491-44.4% | $95,952+2.2% | $90,288+8.6% |
| Participation rate | 98.2% | 86.6%+11.6pp | 77.1%+21.1pp | 73.4%+24.9pp |
| Annual return | 18.06% | 20.14%-2.1pp | 91.61%-73.6pp | 53.97%-35.9pp |
| Employer contribution / active EE | $495 | $2,789-82.3% | $2,541-80.5% | $2,524-80.4% |
| Participant deferral / active EE | $8,073 | $5,340+51.2% | $4,167+93.7% | $4,232+90.7% |
| Admin fee / account holder | $75 | $154-51.2% | $6,795-98.9% | $114-34.1% |