Filed May 2, 2021 (most recent of 3 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 · EIN 36-4001764 | Consulting | $45,324 |
CROWE LLP2+ years Filed as: CROWE HORWARTH LLP Service code 16 · EIN 35-0921680 | Consulting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,281 |
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 | $118,680 | $57,921+104.9% | $84,750+40.0% | $57,658+105.8% |
| Participation rate | 94.0% | 72.9%+21.1pp | 76.6%+17.4pp | 70.2%+23.8pp |
| Annual return | 9.39% | 10.24%-0.8pp | 22.78%-13.4pp | 5.13%+4.3pp |
| Employer contribution / active EE | $2,180 | $2,598-16.1% | $3,574-39.0% | $1,974+10.5% |
| Participant deferral / active EE | $6,921 | $2,742+152.4% | $3,712+86.5% | $3,061+126.1% |
| Admin fee / account holder | $166 | $130+27.9% | $5,332-96.9% | $95+75.5% |