Filed May 17, 2011
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: FIDELITY INV. INST. OPER. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $205,000 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER ASSOCIATES LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $79,000 |
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 | $96,252 | $80,211+20.0% | $74,183+29.7% | $63,975+50.5% |
| Participation rate | 94.9% | 84.2%+10.7pp | 76.6%+18.3pp | 71.1%+23.8pp |
| Annual return | 10.04% | 14.13%-4.1pp | 17.74%-7.7pp | 48.65%-38.6pp |
| Employer contribution / active EE | $3,642 | $2,553+42.6% | $2,370+53.7% | $2,182+66.9% |
| Participant deferral / active EE | $4,173 | $4,370-4.5% | $3,550+17.6% | $3,356+24.3% |
| Admin fee / account holder | $100 | $67+49.3% | $5,586-98.2% | $70+42.5% |