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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 & ASSOCIATES1+ years Filed as: TRAUTMANN, MAHER AND ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $75,976 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL INVESTMENTS Service code 26 · EIN 20-4284376 | Advisory (Participants) | $23,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,451 | $36,978+17.5% | $155,790-72.1% | $59,188-26.6% |
| Participation rate | 45.7% | 62.7%-17.1pp | 76.1%-30.4pp | 69.4%-23.7pp |
| Annual return | 2.29% | 5.44%-3.1pp | 71.54%-69.2pp | 5.51%-3.2pp |
| Employer contribution / active EE | $1,040 | $1,222-14.8% | $3,836-72.9% | $2,098-50.4% |
| Participant deferral / active EE | $3,749 | $2,795+34.2% | $4,797-21.8% | $3,265+14.8% |
| Admin fee / account holder | $100 | $65+53.7% | $7,478-98.7% | $92+8.4% |