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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.3+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $42,619 |
Filed as: SD ADVANTAGE RET. SERVICES, LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $13,079 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,619 | $63,299-15.3% | $91,001-41.1% | $62,292-13.9% |
| Participation rate | 76.6% | 73.3%+3.3pp | 75.6%+1.0pp | 69.5%+7.1pp |
| Annual return | 14.05% | 20.99%-6.9pp | 4.60%+9.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,076 | $1,807-40.4% | $2,456-56.2% | $2,042-47.3% |
| Participant deferral / active EE | $3,141 | $2,943+6.7% | $3,547-11.5% | $3,169-0.9% |
| Admin fee / account holder | $304 | $468-34.9% | $5,417-94.4% | $479-36.5% |