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 10-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 15222 | Advisory (Participants) | $39,370 |
Filed as: SD ADVANTAGE RET. SERV. LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 15222 | Recordkeeping | $12,138 |
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 | $49,831 | $55,002-9.4% | $59,878-16.8% | $56,287-11.5% |
| Participation rate | 90.7% | 75.9%+14.8pp | 74.7%+16.0pp | 69.9%+20.9pp |
| Annual return | 7.74% | 1.13%+6.6pp | 3.46%+4.3pp | -9.96%+17.7pp |
| Employer contribution / active EE | $2,855 | $2,448+16.6% | $2,722+4.9% | $2,111+35.2% |
| Participant deferral / active EE | $3,134 | $3,121+0.4% | $3,402-7.9% | $3,350-6.4% |
| Admin fee / account holder | $231 | $236-2.0% | $3,590-93.6% | $521-55.7% |