Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
VERAPATH GLOBAL INVESTING, LLS3+ years Service code 26 · EIN 20-0097878 222 SOUTH MAIN STREE, SUITE 500 · SALT LAKE CITY, UT 84101 | Advisory (Participants) | $26,865 |
TRAUTMANN MAHER & ASSOCIATES3+ years Filed as: TRAUTMANN MAHER & ASSOCIATES, INC Service code 15 · EIN 91-1526584 15130 MAIN STREET, SUITE 300 · MILL CREEK, WA 98012 | Recordkeeping | $5,324 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,007 | $89,739-40.9% | $149,718-64.6% | $62,292-14.9% |
| Participation rate | 65.7% | 85.1%-19.4pp | 87.1%-21.4pp | 69.5%-3.8pp |
| Annual return | 12.70% | 21.01%-8.3pp | 1501.63%-1488.9pp | 28.90%-16.2pp |
| Employer contribution / active EE | $3,482 | $3,233+7.7% | $5,445-36.1% | $2,042+70.5% |
| Participant deferral / active EE | $2,182 | $4,797-54.5% | $6,569-66.8% | $3,169-31.1% |
| Admin fee / account holder | $202 | $551-63.3% | $11,283-98.2% | $479-57.8% |