Filed February 6, 2001
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $545,808 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 16 · EIN 36-4001764 | Consulting | $277,990 |
CAHILL FINANCIAL ADVISORS INC1+ years Service code 16 · EIN 45-4112505 | Consulting | $18,566 |
FOCUS FINANCIAL NETWORK INC1+ years Service code 16 · EIN 41-1765100 | Consulting | $15,551 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $7,714 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $116,110 | $63,964+81.5% | $147,614-21.3% | $67,505+72.0% |
| Participation rate | 95.8% | 68.6%+27.2pp | 84.6%+11.1pp | 71.2%+24.5pp |
| Annual return | 87.07% | 9.05%+78.0pp | 61.98%+25.1pp | 6.52%+80.5pp |
| Employer contribution / active EE | $4,115 | $1,618+154.3% | $5,564-26.0% | $2,173+89.4% |
| Participant deferral / active EE | $5,007 | $2,589+93.4% | $4,895+2.3% | $3,597+39.2% |
| Admin fee / account holder | $90 | $43+111.1% | $11,611-99.2% | $56+60.8% |