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 |
|---|---|---|
Filed as: SD ADVANTAGE RETIREMENT SERVICES LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $11,595 |
SCHNEIDER DOWNS & CO., INC.4+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $10,754 |
PHILLIPS LYTLE LLP3 years Service code 29 · EIN 16-0505790 ONE CANALSIDE, 125 MAIN STREET · BUFFALO, NY 142032887 | Legal | $6,699 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,110 | $61,660-57.7% | $80,019-67.4% | $64,186-59.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.89% | -0.33%-3.6pp | 11.22%-15.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,200 | $1,810-33.7% | $2,468-51.4% | $2,381-49.6% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $443 | $5,417-91.8% | $6,521-93.2% | $4,888-90.9% |