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 5-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; Claims ... | $211,384 |
Service code 10 · EIN 43-1947695 | Accounting | $18,000 |
Filed as: DIMEO, SCHNEIDER AND ASSOCIATES Service code 16 · EIN 36-4001764 | Consulting | $5,599 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,296 | $96,458-52.0% | $136,294-66.0% | $77,958-40.6% |
| Participation rate | 94.4% | 75.4%+19.0pp | 81.9%+12.5pp | 71.6%+22.8pp |
| Annual return | 22.75% | 23.78%-1.0pp | 5155.94%-5133.2pp | 20.87%+1.9pp |
| Employer contribution / active EE | $2,164 | $3,144-31.2% | $4,695-53.9% | $2,310-6.3% |
| Participant deferral / active EE | $6,641 | $5,902+12.5% | $6,247+6.3% | $3,537+87.8% |
| Admin fee / account holder | $72 | $80-10.2% | $9,243-99.2% | $97-25.8% |