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 & ASSOCIATES3+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $23,921 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,226 |
STILES FINANCIAL SERVICES2+ years Filed as: STILES FINANCIAL Service code 27 · EIN 41-1981331 | Advisory (Plan) | $5,991 |
BOYUM & BARENSCHEER PLLP1 year Filed as: BOYUM & BARENSCHEER, PLLP Service code 10 · EIN 41-6192096 | Accounting | $5,500 |
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 | $130,396 | $55,453+135.1% | $170,442-23.5% | $62,292+109.3% |
| Participation rate | 93.1% | 66.4%+26.7pp | 83.6%+9.5pp | 69.5%+23.5pp |
| Annual return | 25.68% | 21.38%+4.3pp | 205.93%-180.2pp | 28.90%-3.2pp |
| Employer contribution / active EE | $9,177 | $2,164+324.2% | $5,433+68.9% | $2,042+349.4% |
| Participant deferral / active EE | $6,230 | $2,303+170.6% | $4,939+26.1% | $3,169+96.6% |
| Admin fee / account holder | $161 | $455-64.7% | $13,880-98.8% | $479-66.5% |