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.
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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 & ASSOCIATES2+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $10,727 |
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 | $90,363 | $75,183+20.2% | $123,892-27.1% | $55,167+63.8% |
| Participation rate | 99.4% | 72.8%+26.6pp | 81.4%+18.0pp | 69.0%+30.4pp |
| Annual return | 8.98% | 19.01%-10.0pp | 47.52%-38.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $3,365 | $2,823+19.2% | $4,617-27.1% | $1,963+71.5% |
| Participant deferral / active EE | $6,088 | $5,084+19.7% | $5,984+1.7% | $3,054+99.3% |
| Admin fee / account holder | $47 | $663-92.9% | $8,357-99.4% | $504-90.7% |