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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 Filed as: TRAUTMANN MAHER Service code 15 · EIN 91-1526584 | Recordkeeping | $12,285 |
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 | $111,848 | $89,652+24.8% | $141,162-20.8% | $65,185+71.6% |
| Participation rate | 90.8% | 74.7%+16.1pp | 82.5%+8.3pp | 70.2%+20.6pp |
| Annual return | 24.69% | 32.79%-8.1pp | 71.39%-46.7pp | 29.38%-4.7pp |
| Employer contribution / active EE | $5,369 | $3,065+75.2% | $4,735+13.4% | $2,177+146.6% |
| Participant deferral / active EE | $6,119 | $5,691+7.5% | $6,709-8.8% | $3,514+74.1% |
| Admin fee / account holder | $43 | $569-92.5% | $10,261-99.6% | $847-94.9% |