Filed April 9, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $57,000 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $35,548 |
Filed as: HADDOX REID EUBANK BETTS Service code 10 · EIN 64-0414329 188 E CAPITOL ST · JACKSON, MS 39201 | Accounting | $7,750 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $266,050 | $100,801+163.9% | $149,696+77.7% | $73,409+262.4% |
| Participation rate | 99.5% | 77.7%+21.8pp | 82.5%+17.1pp | 72.2%+27.4pp |
| Annual return | 14.75% | 265.34%-250.6pp | 276.60%-261.9pp | 59.29%-44.5pp |
| Employer contribution / active EE | $14,814 | $3,312+347.3% | $4,644+219.0% | $2,234+563.2% |
| Participant deferral / active EE | $9,034 | $6,404+41.1% | $6,842+32.0% | $3,805+137.4% |
| Admin fee / account holder | $123 | $181-31.8% | $9,309-98.7% | $158-22.0% |