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 |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOCIATES INC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $87,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,596 |
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 | $134,873 | $54,237+148.7% | $90,281+49.4% | $67,579+99.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 21.61% | 37.27%-15.7pp | 78.10%-56.5pp | 378.56%-356.9pp |
| Employer contribution / active EE | $3,492 | $1,846+89.2% | $2,854+22.3% | $2,148+62.6% |
| Participant deferral / active EE | $8,501 | $2,625+223.9% | $3,885+118.8% | $3,539+140.2% |
| Admin fee / account holder | $238 | $123+92.9% | $5,351-95.6% | $142+67.3% |