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 WEALTH MGMT ADV Service code 27 · EIN 25-1857157 | Advisory (Plan) | $21,161 |
THE VANGUARD GROUP, INC.4+ 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 | $49,682 | $59,186-16.1% | $76,768-35.3% | $56,287-11.7% |
| Participation rate | 98.7% | 75.2%+23.5pp | 77.0%+21.8pp | 69.9%+28.9pp |
| Annual return | -4.21% | 6.62%-10.8pp | 2.43%-6.6pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,366 | $1,759-22.3% | $2,485-45.0% | $2,111-35.3% |
| Participant deferral / active EE | $3,006 | $3,255-7.6% | $3,852-22.0% | $3,350-10.3% |
| Admin fee / account holder | $80 | $489-83.7% | $6,675-98.8% | $521-84.7% |