Filed March 26, 1997
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 LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 28 · EIN 36-4001764 | Investment Management | $22,192 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $7,100 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $616 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $149,081 | $57,096+161.1% | $94,224+58.2% | $55,191+170.1% |
| Participation rate | 95.3% | 75.7%+19.7pp | 78.8%+16.6pp | 69.2%+26.2pp |
| Annual return | 3.31% | 159.65%-156.3pp | 10.68%-7.4pp | 10.78%-7.5pp |
| Employer contribution / active EE | $319 | $1,708-81.3% | $3,587-91.1% | $1,899-83.2% |
| Participant deferral / active EE | $1,387 | $3,165-56.2% | $4,320-67.9% | $3,046-54.5% |
| Admin fee / account holder | $6 | $89-93.1% | $6,269-99.9% | $91-93.3% |