Filed November 9, 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 |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.1+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $54,345 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 15 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $11,782 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,969 | $37,117-40.8% | $147,614-85.1% | $55,191-60.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | -1.69% | 3.44%-5.1pp | 61.98%-63.7pp | 10.78%-12.5pp |
| Employer contribution / active EE | $948 | $1,620-41.5% | $5,564-83.0% | $1,899-50.1% |
| Participant deferral / active EE | $1,361 | $1,985-31.4% | $4,895-72.2% | $3,046-55.3% |
| Admin fee / account holder | $128 | $86+49.7% | $11,611-98.9% | $91+41.1% |