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 | Sales loads (front end and deferred);... | $46,158 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 16 · EIN 36-4001764 | Consulting | $19,888 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $417 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $43,024 | $37,039+16.2% | $147,614-70.9% | $59,188-27.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 84.6%+15.4pp | 69.4%+30.6pp |
| Annual return | 0.45% | 7.19%-6.7pp | 61.98%-61.5pp | 5.51%-5.1pp |
| Employer contribution / active EE | $575 | $1,353-57.5% | $5,564-89.7% | $2,098-72.6% |
| Participant deferral / active EE | $3,387 | $2,094+61.7% | $4,895-30.8% | $3,265+3.7% |
| Admin fee / account holder | $34 | $60-43.7% | $11,611-99.7% | $92-63.3% |