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 |
|---|---|---|
Filed as: TRAUTMANN MAHER Service code 15 · EIN 91-1526584 | Recordkeeping | $7,915 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,425 | $73,102+18.2% | $123,544-30.0% | $56,287+53.5% |
| Participation rate | 97.7% | 74.3%+23.4pp | 82.3%+15.4pp | 69.9%+27.8pp |
| Annual return | -2.57% | 3.01%-5.6pp | 119.20%-121.8pp | -9.96%+7.4pp |
| Employer contribution / active EE | $5,757 | $2,977+93.4% | $4,628+24.4% | $2,111+172.7% |
| Participant deferral / active EE | $5,728 | $5,423+5.6% | $6,426-10.9% | $3,350+71.0% |
| Admin fee / account holder | $27 | $554-95.2% | $9,284-99.7% | $521-94.9% |