Filed January 5, 2012
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 |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 26 · EIN 36-4001764 | Advisory (Participants) | $11,882 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1170040 | Contract Administrator | $826 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $161,754 | $75,183+115.1% | $123,892+30.6% | $55,167+193.2% |
| Participation rate | 98.1% | 72.8%+25.3pp | 81.4%+16.7pp | 69.0%+29.1pp |
| Annual return | 7.81% | 19.01%-11.2pp | 47.52%-39.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $3,810 | $2,823+34.9% | $4,617-17.5% | $1,963+94.1% |
| Participant deferral / active EE | $7,624 | $5,084+50.0% | $5,984+27.4% | $3,054+149.6% |
| Admin fee / account holder | $66 | $663-90.0% | $8,357-99.2% | $504-86.9% |