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 10-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.3+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $59,810 |
Filed as: SD ADVANTAGE RET. SERVICES, LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $43,596 |
PACKER THOMAS3+ years Service code 10 · EIN 34-1667340 6601 WESTFORD PLACE, SUITE 101 · CANFIELD, OH 44406 | Accounting | $22,500 |
PHILLIPS LYTLE LLP2 years Service code 29 · EIN 16-0505790 ONE CANALSIDE, 125 MAIN STREET · BUFFALO, NY 142032887 | Legal | $21,582 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 215 FREMONT STREET, 6TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $8,151 |
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.
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 | $25,741 | $75,284-65.8% | $91,001-71.7% | $69,631-63.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 12.26% | 48.40%-36.1pp | 4.60%+7.7pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $1,408 | $2,473-43.1% | $2,456-42.7% | $2,032-30.7% |
| Participant deferral / active EE | $75 | $3,700-98.0% | $3,547-97.9% | $3,224-97.7% |
| Admin fee / account holder | $289 | $111+161.6% | $5,417-94.7% | $110+162.0% |