Filed April 4, 2003
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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $49,203 |
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $36,250 |
SCHNEIDER DOWNS & CO., INC.4 years Filed as: SCHNEIDER DOWNS & CO., INC Service code 10 · EIN 25-1408703 | Accounting | $29,007 |
Annual investment return 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 | $162,172 | $91,762+76.7% | $67,502+140.2% | $77,643+108.9% |
| Participation rate | 71.9% | 75.9%-4.0pp | 72.9%-0.9pp | 70.6%+1.4pp |
| Annual return | 10.81% | 14.87%-4.1pp | 3512.12%-3501.3pp | 31.24%-20.4pp |
| Employer contribution / active EE | $2,381 | $3,181-25.2% | $2,731-12.8% | $2,726-12.7% |
| Participant deferral / active EE | $3,959 | $3,903+1.4% | $4,000-1.0% | $4,647-14.8% |
| Admin fee / account holder | $123 | $176-30.4% | $3,998-96.9% | $430-71.5% |