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.4+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $73,832 |
Filed as: SD ADVANTAGE RET. SOLUTIONS, LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $17,715 |
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 | $25,541 | $37,196-31.3% | $154,107-83.4% | $55,725-54.2% |
| Participation rate | 99.8% | 64.1%+35.7pp | 83.0%+16.7pp | 70.9%+28.9pp |
| Annual return | -5.45% | 1319.68%-1325.1pp | 735.12%-740.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $714 | $1,614-55.8% | $5,298-86.5% | $2,078-65.7% |
| Participant deferral / active EE | $1,684 | $2,068-18.6% | $5,081-66.9% | $3,356-49.8% |
| Admin fee / account holder | $164 | $102+61.8% | $13,411-98.8% | $115+42.7% |