See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $113,688 |
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 15222 | Recordkeeping | $39,184 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 215 FREEMONT STREET, 6TH FLOOR · SAN FRANSISCO, CA 94105 | Securities Custodian | $11,258 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,971 | $89,588-61.0% | $136,007-74.3% | $77,643-55.0% |
| Participation rate | 94.4% | 74.3%+20.1pp | 76.5%+17.9pp | 70.6%+23.8pp |
| Annual return | 14.03% | 17.42%-3.4pp | 579.32%-565.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,443 | $3,491-58.7% | $4,217-65.8% | $2,726-47.1% |
| Participant deferral / active EE | $3,560 | $5,591-36.3% | $7,025-49.3% | $4,647-23.4% |
| Admin fee / account holder | $181 | $539-66.5% | $6,858-97.4% | $430-58.0% |