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 | $18,000 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,338 | $72,770-43.2% | $67,652-38.9% | $55,191-25.1% |
| Participation rate | 43.6% | 78.8%-35.2pp | 75.7%-32.1pp | 69.2%-25.6pp |
| Annual return | 2.18% | -3.26%+5.4pp | 6625.04%-6622.9pp | 10.78%-8.6pp |
| Employer contribution / active EE | $3,257 | $1,769+84.1% | $2,266+43.8% | $1,899+71.5% |
| Participant deferral / active EE | $871 | $3,408-74.4% | $3,560-75.5% | $3,046-71.4% |
| Admin fee / account holder | $191 | $79+142.6% | $4,821-96.0% | $91+110.6% |