Filed December 8, 2009
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 9-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.1+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $18,860 |
Filed as: SD ADVANTAGE RET. SERVICES LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $15,111 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,937 | $57,921-55.2% | $84,750-69.4% | $57,658-55.0% |
| Participation rate | 85.0% | 72.9%+12.1pp | 76.6%+8.5pp | 70.2%+14.8pp |
| Annual return | 3.15% | 10.24%-7.1pp | 22.78%-19.6pp | 5.13%-2.0pp |
| Employer contribution / active EE | $2,275 | $2,598-12.4% | $3,574-36.3% | $1,974+15.3% |
| Participant deferral / active EE | $719 | $2,742-73.8% | $3,712-80.6% | $3,061-76.5% |
| Admin fee / account holder | $95 | $130-26.4% | $5,332-98.2% | $95+0.9% |