Filed October 18, 2004 (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 | $13,585 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $11,235 |
STILES FINANCIAL SERVICES1+ years Filed as: STILES FINANCIAL Service code 27 · EIN 41-1981331 | Advisory (Plan) | $5,700 |
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 | $114,364 | $46,732+144.7% | $156,549-26.9% | $55,167+107.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.38% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $9,972 | $2,105+373.7% | $5,501+81.3% | $1,963+408.1% |
| Participant deferral / active EE | $6,246 | $2,204+183.4% | $4,871+28.2% | $3,054+104.5% |
| Admin fee / account holder | $134 | $418-67.9% | $13,027-99.0% | $504-73.3% |