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.3+ years Filed as: SCHNEIDER DOWNS & CO.,INC. Service code 10 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Accounting | $19,653 |
MCGINTY CONSULTING, INC.3+ years Service code 34 · EIN 25-1795653 733 WASHINGTON ROAD, SUITE 313 · PITTSBURGH, PA 15228 | Valuation (appraisals, etc.) | $5,000 |
Annual investment return 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 | $20,564 | $64,909-68.3% | $82,313-75.0% | $62,292-67.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 8.28% | 21.18%-12.9pp | 25.88%-17.6pp | 28.90%-20.6pp |
| Employer contribution / active EE | $898 | $1,676-46.4% | $2,428-63.0% | $2,042-56.0% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $156 | $440-64.6% | $5,608-97.2% | $479-67.5% |