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 |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES1+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $12,227 |
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 | $87,696 | $70,002+25.3% | $115,037-23.8% | $52,331+67.6% |
| Participation rate | 96.4% | 72.1%+24.3pp | 81.4%+15.1pp | 68.1%+28.3pp |
| Annual return | -1.36% | 4.04%-5.4pp | 26.14%-27.5pp | 4.54%-5.9pp |
| Employer contribution / active EE | $3,160 | $2,715+16.4% | $4,608-31.4% | $1,882+67.9% |
| Participant deferral / active EE | $5,703 | $4,920+15.9% | $6,026-5.4% | $3,022+88.7% |
| Admin fee / account holder | $53 | $566-90.6% | $8,175-99.3% | $592-91.0% |