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 Service code 27 · EIN 25-1857157 | Advisory (Plan) | $25,171 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,550 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,045 | $73,638+0.6% | $95,952-22.8% | $73,488+0.8% |
| Participation rate | 99.5% | 76.2%+23.4pp | 77.1%+22.5pp | 70.7%+28.9pp |
| Annual return | 14.64% | 16.78%-2.1pp | 91.61%-77.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,060 | $1,863-43.1% | $2,541-58.3% | $2,270-53.3% |
| Participant deferral / active EE | $3,160 | $3,617-12.6% | $4,167-24.2% | $3,740-15.5% |
| Admin fee / account holder | $114 | $482-76.5% | $6,795-98.3% | $513-77.9% |