Filed October 30, 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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $22,748 |
Filed as: SCHNEIDER MALE & STRAKOWSKI CO EA Service code 13 | Contract Administrator | $8,100 |
Service code 64 | Recordkeeping Fees | $0 |
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 | $46,065 | $52,293-11.9% | $178,490-74.2% | $73,409-37.2% |
| Participation rate | 94.1% | 65.3%+28.7pp | 81.9%+12.1pp | 72.2%+21.9pp |
| Annual return | 30.56% | 34.75%-4.2pp | 151.07%-120.5pp | 59.29%-28.7pp |
| Employer contribution / active EE | $2,130 | $1,735+22.7% | $5,011-57.5% | $2,234-4.6% |
| Participant deferral / active EE | $3,970 | $2,332+70.2% | $5,202-23.7% | $3,805+4.3% |
| Admin fee / account holder | $146 | $127+14.4% | $13,984-99.0% | $158-7.7% |