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 & ASSOCIATES7 years Filed as: TRAUTMANN MAHER Service code 64 · EIN 91-1526584 | Recordkeeping Fees | $19,271 |
RBC WEALTH MANAGEMENT5 years Service code 28 · EIN 41-1416330 | Investment Management | $5,597 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $236 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,907 | $65,061-60.2% | $143,757-82.0% | $66,914-61.3% |
| Participation rate | 57.3% | 65.2%-7.8pp | 80.3%-23.0pp | 69.8%-12.5pp |
| Annual return | -15.77% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $941 | $2,361-60.1% | $4,951-81.0% | $2,544-63.0% |
| Participant deferral / active EE | $2,040 | $2,919-30.1% | $5,637-63.8% | $4,237-51.9% |
| Admin fee / account holder | $134 | $502-73.3% | $14,673-99.1% | $593-77.4% |