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 | Direct payment from the plan; Finders... | $182,704 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, INC. Service code 27 · EIN 36-4001764 | Advisory (Plan) | $66,865 |
Service code 10 · EIN 75-2409112 | Accounting | $11,400 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,007 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,735 | $63,905+24.8% | $74,183+7.5% | $57,658+38.3% |
| Participation rate | 97.8% | 79.8%+18.1pp | 76.6%+21.2pp | 70.2%+27.6pp |
| Annual return | 8.17% | 60.60%-52.4pp | 17.74%-9.6pp | 5.13%+3.0pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $8,356 | $3,448+142.3% | $3,550+135.4% | $3,061+173.0% |
| Admin fee / account holder | $431 | $91+372.8% | $5,586-92.3% | $95+355.5% |