Filed December 2, 2011
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 |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES2 years Filed as: TRAUTMANN MAHER Service code 64 · EIN 91-1526584 | Recordkeeping Fees | $16,910 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,273 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $21,349 | $55,453-61.5% | $170,442-87.5% | $62,292-65.7% |
| Participation rate | 81.6% | 66.4%+15.2pp | 83.6%-2.0pp | 69.5%+12.1pp |
| Annual return | 14.22% | 21.38%-7.2pp | 205.93%-191.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,361 | $2,164-37.1% | $5,433-75.0% | $2,042-33.4% |
| Participant deferral / active EE | $1,336 | $2,303-42.0% | $4,939-73.0% | $3,169-57.9% |
| Admin fee / account holder | $83 | $455-81.9% | $13,880-99.4% | $479-82.8% |