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 & ASSOCIATES8 years Filed as: TRAUTMANN MAHER Service code 64 · EIN 91-1526584 | Recordkeeping Fees | $25,539 |
RBC WEALTH MANAGEMENT6 years Service code 28 · EIN 41-1416330 | Investment Management | $9,887 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,831 | $61,272-43.2% | $149,673-76.7% | $71,457-51.3% |
| Participation rate | 37.7% | 62.5%-24.8pp | 78.8%-41.1pp | 67.9%-30.2pp |
| Annual return | 17.39% | 35.85%-18.5pp | 134.42%-117.0pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,003 | $2,378-57.8% | $4,818-79.2% | $2,588-61.2% |
| Participant deferral / active EE | $1,714 | $2,917-41.2% | $5,680-69.8% | $4,289-60.0% |
| Admin fee / account holder | $214 | $1,261-83.1% | $13,210-98.4% | $1,587-86.5% |