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 |
|---|---|---|
Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV Service code 26 · EIN 25-1857157 | Advisory (Participants) | $65,463 |
Filed as: SCHNEIDER DOWNS RETIREMENT SOLUTION Service code 15 · EIN 47-3764076 | Recordkeeping | $9,722 |
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 | $23,532 | $50,815-53.7% | $155,509-84.9% | $77,643-69.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 12.23% | 34.80%-22.6pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,462 | $1,993-26.6% | $4,672-68.7% | $2,726-46.4% |
| Participant deferral / active EE | $1,847 | $2,822-34.5% | $5,626-67.2% | $4,647-60.2% |
| Admin fee / account holder | $92 | $437-78.9% | $15,912-99.4% | $430-78.6% |