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 LLC7+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 · EIN 36-4001764 | Consulting | $6,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,808 | $185,342-72.0% | $111,297-53.5% | $86,799-40.3% |
| Participation rate | 42.2% | 81.0%-38.7pp | 77.3%-35.1pp | 72.3%-30.0pp |
| Annual return | 10.92% | 500.80%-489.9pp | 54.65%-43.7pp | 97.91%-87.0pp |
| Employer contribution / active EE | $3,567 | $2,246+58.8% | $2,731+30.6% | $2,405+48.3% |
| Participant deferral / active EE | $1,400 | $4,458-68.6% | $4,487-68.8% | $4,131-66.1% |
| Admin fee / account holder | $87 | $255-66.0% | $7,964-98.9% | $170-48.7% |