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.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) | $45,616 |
Filed as: SD ADVANTAGE RET. SERVICES LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $25,096 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 19 | Securities Custodian | $6,417 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,615 | $60,545-44.5% | $92,233-63.6% | $69,631-51.7% |
| Participation rate | 77.2% | 72.2%+5.0pp | 76.5%+0.7pp | 70.7%+6.5pp |
| Annual return | 17.01% | 19.71%-2.7pp | 176.28%-159.3pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $1,846 | $2,633-29.9% | $3,679-49.8% | $2,032-9.2% |
| Participant deferral / active EE | $1,724 | $2,828-39.0% | $3,897-55.8% | $3,224-46.5% |
| Admin fee / account holder | $221 | $145+52.7% | $5,194-95.7% | $110+100.1% |