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 & ASSOCIATES6 years Filed as: TRAUTMANN MAHER Service code 64 · EIN 91-1526584 | Recordkeeping Fees | $18,064 |
RBC WEALTH MANAGEMENT4 years Service code 28 · EIN 41-1416330 | Investment Management | $6,331 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $419 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,223 | $61,156-48.9% | $185,823-83.2% | $79,386-60.7% |
| Participation rate | 81.9% | 66.6%+15.3pp | 81.7%+0.2pp | 70.7%+11.2pp |
| Annual return | 11.92% | 19.45%-7.5pp | 122.05%-110.1pp | 116.85%-104.9pp |
| Employer contribution / active EE | $1,340 | $2,321-42.3% | $5,167-74.1% | $2,427-44.8% |
| Participant deferral / active EE | $2,368 | $2,789-15.1% | $5,568-57.5% | $4,046-41.5% |
| Admin fee / account holder | $120 | $710-83.1% | $16,237-99.3% | $626-80.8% |