Filed July 7, 2014
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.3+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $49,484 |
Filed as: SD ADVANTAGE RET. SERVICES, LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $37,324 |
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 | $34,993 | $46,173-24.2% | $170,442-79.5% | $69,631-49.7% |
| Participation rate | 88.8% | 63.9%+24.9pp | 83.6%+5.2pp | 70.7%+18.1pp |
| Annual return | 14.62% | 21.62%-7.0pp | 205.93%-191.3pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $1,533 | $1,610-4.8% | $5,433-71.8% | $2,032-24.6% |
| Participant deferral / active EE | $2,567 | $2,080+23.4% | $4,939-48.0% | $3,224-20.4% |
| Admin fee / account holder | $217 | $116+87.2% | $13,880-98.4% | $110+96.5% |