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.9+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $57,573 |
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $17,885 |
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 | $32,962 | $47,126-30.1% | $149,673-78.0% | $74,419-55.7% |
| Participation rate | 96.8% | 63.4%+33.4pp | 78.8%+18.0pp | 70.7%+26.1pp |
| Annual return | 15.26% | 22.75%-7.5pp | 134.42%-119.2pp | 34.38%-19.1pp |
| Employer contribution / active EE | $1,101 | $1,905-42.2% | $4,818-77.2% | $2,637-58.3% |
| Participant deferral / active EE | $2,177 | $2,728-20.2% | $5,680-61.7% | $4,528-51.9% |
| Admin fee / account holder | $134 | $343-60.9% | $13,210-99.0% | $348-61.5% |