See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.2+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $10,468 |
Filed as: SD ADVANTAGE RETIREMENT SERVICES LC Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $9,436 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 4040 EMBASSY PARKWAY, SUITE 100 · AKRON, OH 44333 | Accounting | $5,590 |
FEDERAL INSURANCE COMPANY2+ years Service code 23 · EIN 13-1963496 333 WEST 34TH STREET, 2ND FLOOR · NEW YORK, NY 100012402 | Insurance services | $5,405 |
PHILLIPS LYTLE LLP1 year Service code 29 · EIN 16-0505790 ONE CANALSIDE, 125 MAIN STREET · BUFFALO, NY 142032887 | Legal | $5,289 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,313 | $54,364-68.2% | $77,999-77.8% | - |
| Participation rate | 100.0% | 73.9%+26.1pp | 75.5%+24.5pp | - |
| Annual return | 3.72% | 2.71%+1.0pp | 425.96%-422.2pp | - |
| Employer contribution / active EE | $1,216 | $1,328-8.4% | $2,470-50.8% | - |
| Participant deferral / active EE | $0 | $2,800-100.0% | $3,497-100.0% | - |
| Admin fee / account holder | $317 | $3,826-91.7% | $5,480-94.2% | - |