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.7+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $66,470 |
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $5,912 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,528 | $56,485-37.1% | $185,823-80.9% | $86,799-59.1% |
| Participation rate | 98.6% | 65.5%+33.2pp | 81.7%+16.9pp | 72.3%+26.4pp |
| Annual return | 14.45% | 118.04%-103.6pp | 122.05%-107.6pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,341 | $1,843-27.2% | $5,167-74.0% | $2,405-44.3% |
| Participant deferral / active EE | $1,974 | $2,553-22.7% | $5,568-64.5% | $4,131-52.2% |
| Admin fee / account holder | $123 | $150-18.0% | $16,237-99.2% | $170-27.6% |