Filed December 23, 2014 (most recent of 2 filings on file)
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 & ASSOCIATES3+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $52,239 |
PACIFIC PORTFOLIO CONSULTING3+ years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $40,000 |
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $29,915 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $22,016 |
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 | $106,296 | $71,666+48.3% | $117,854-9.8% | $69,631+52.7% |
| Participation rate | 93.4% | 77.5%+15.8pp | 79.7%+13.7pp | 70.7%+22.7pp |
| Annual return | 15.81% | 18.86%-3.0pp | 335.08%-319.3pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,556 | $1,889-17.6% | $3,786-58.9% | $2,032-23.4% |
| Participant deferral / active EE | $4,586 | $3,340+37.3% | $4,482+2.3% | $3,224+42.3% |
| Admin fee / account holder | $255 | $120+111.9% | $8,020-96.8% | $110+130.9% |