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 & ASSOCIATES3 years Filed as: TRAUTMANN MAHER Service code 15 · EIN 91-1526584 | Recordkeeping | $16,510 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,397 | $99,957+20.4% | $149,696-19.6% | $73,488+63.8% |
| Participation rate | 89.8% | 75.7%+14.1pp | 82.5%+7.3pp | 70.7%+19.1pp |
| Annual return | 17.11% | 53.87%-36.8pp | 276.60%-259.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $5,065 | $3,191+58.7% | $4,644+9.1% | $2,270+123.1% |
| Participant deferral / active EE | $5,367 | $6,073-11.6% | $6,842-21.6% | $3,740+43.5% |
| Admin fee / account holder | $52 | $551-90.6% | $9,309-99.4% | $513-89.9% |