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 |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES4+ years Filed as: TRAUTMANN, MAHER AND ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $68,796 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 84-0519832 | Securities Custodian | $29,135 |
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 | $56,864 | $38,058+49.4% | $169,463-66.4% | $75,289-24.5% |
| Participation rate | 53.6% | 65.1%-11.5pp | 77.8%-24.2pp | 72.4%-18.8pp |
| Annual return | 25.01% | -2.88%+27.9pp | 1.83%+23.2pp | -0.04%+25.0pp |
| Employer contribution / active EE | $1,184 | $1,478-19.9% | $4,159-71.5% | $2,405-50.8% |
| Participant deferral / active EE | $4,489 | $3,201+40.3% | $5,277-14.9% | $3,739+20.1% |
| Admin fee / account holder | $63 | $85-26.2% | $9,109-99.3% | $102-38.6% |