Filed October 20, 2005
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 |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.2+ years Filed as: SCHNEIDER DOWNS Service code 27 · EIN 25-1408703 | Advisory (Plan) | $14,830 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
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 | $60,589 | $60,165+0.7% | $74,183-18.3% | $55,167+9.8% |
| Participation rate | 99.4% | 74.2%+25.3pp | 76.6%+22.8pp | 69.0%+30.4pp |
| Annual return | 6.88% | 10.00%-3.1pp | 17.74%-10.9pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,901 | $2,973-2.4% | $3,550-18.3% | $3,054-5.0% |
| Admin fee / account holder | $76 | $419-82.0% | $5,586-98.6% | $504-85.0% |