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.6+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $58,570 |
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $31,482 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,010 | $52,293-17.8% | $178,490-75.9% | $73,409-41.4% |
| Participation rate | 93.4% | 65.3%+28.1pp | 81.9%+11.5pp | 72.2%+21.3pp |
| Annual return | 10.82% | 34.75%-23.9pp | 151.07%-140.2pp | 59.29%-48.5pp |
| Employer contribution / active EE | $1,734 | $1,735-0.1% | $5,011-65.4% | $2,234-22.4% |
| Participant deferral / active EE | $2,852 | $2,332+22.3% | $5,202-45.2% | $3,805-25.0% |
| Admin fee / account holder | $240 | $127+88.5% | $13,984-98.3% | $158+52.1% |