Filed March 19, 2012 (most recent of 2 filings on file)
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 10-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 |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES2+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $43,937 |
STILES FINANCIAL SERVICES2+ years Filed as: SUSAN STILES Service code 27 · EIN 41-1981331 | Advisory (Plan) | $33,439 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $8,141 |
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 | $101,396 | $80,177+26.5% | $123,892-18.2% | $57,658+75.9% |
| Participation rate | 99.1% | 74.4%+24.7pp | 81.4%+17.7pp | 70.2%+28.9pp |
| Annual return | 13.21% | 17.90%-4.7pp | 47.52%-34.3pp | 5.13%+8.1pp |
| Employer contribution / active EE | $2,698 | $2,913-7.4% | $4,617-41.6% | $1,974+36.7% |
| Participant deferral / active EE | $8,551 | $5,130+66.7% | $5,984+42.9% | $3,061+179.4% |
| Admin fee / account holder | $211 | $106+98.3% | $8,357-97.5% | $95+123.0% |