Filed February 17, 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 |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.1+ years Filed as: SCHNEIDER DOWNS & CO.,INC. Service code 10 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Accounting | $27,100 |
MCGINTY CONSULTING, INC.1+ years Service code 34 · EIN 25-1795653 733 WASHINGTON ROAD, SUITE 313 · PITTSBURGH, PA 15228 | Valuation (appraisals, etc.) | $5,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,487 | $54,320-58.6% | $67,652-66.8% | $52,331-57.0% |
| Participation rate | 98.2% | 73.6%+24.6pp | 75.7%+22.6pp | 68.1%+30.1pp |
| Annual return | 6.13% | 6.81%-0.7pp | 6625.04%-6618.9pp | 4.54%+1.6pp |
| Employer contribution / active EE | $288 | $1,544-81.3% | $2,266-87.3% | $1,882-84.7% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $221 | $527-58.1% | $4,821-95.4% | $592-62.7% |