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 |
|---|---|---|
Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV Service code 27 · EIN 25-1857157 | Advisory (Plan) | $11,707 |
THE VANGUARD GROUP, INC.3+ 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 | $62,238 | $64,909-4.1% | $82,313-24.4% | $62,292-0.1% |
| Participation rate | 97.5% | 74.9%+22.6pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 16.86% | 21.18%-4.3pp | 25.88%-9.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,189 | $1,676-29.1% | $2,428-51.0% | $2,042-41.8% |
| Participant deferral / active EE | $2,885 | $3,103-7.0% | $3,706-22.2% | $3,169-9.0% |
| Admin fee / account holder | $53 | $440-87.9% | $5,608-99.1% | $479-88.9% |