Filed February 25, 2019 (most recent of 4 filings on file)
Total covered: 6 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRAUTMANN, MAHER & ASSOCIATES,INC. Service code 13 · EIN 91-1526584 | Contract Administrator | $26,170 |
Service code 26 620 COOLIDGE DRIVE, STE. 180 · FOLSOM, CA 95630 | Advisory (Participants) | $17,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,741 | $66,601-67.4% | $92,893-76.6% | $67,579-67.8% |
| Participation rate | 26.6% | 72.5%-45.9pp | 76.0%-49.4pp | 71.3%-44.6pp |
| Annual return | 16.21% | 92.58%-76.4pp | 109.41%-93.2pp | 378.56%-362.3pp |
| Employer contribution / active EE | $838 | $2,775-69.8% | $3,653-77.1% | $2,148-61.0% |
| Participant deferral / active EE | $570 | $3,157-81.9% | $4,236-86.5% | $3,539-83.9% |
| Admin fee / account holder | $187 | $199-5.9% | $5,794-96.8% | $142+31.6% |