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 & ASSOCIATES4+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $56,991 |
PACIFIC PORTFOLIO CONSULTING4+ years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $44,217 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $20,055 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,003 | $62,267+31.7% | $110,238-25.6% | $55,725+47.2% |
| Participation rate | 92.2% | 78.1%+14.1pp | 79.8%+12.4pp | 70.9%+21.4pp |
| Annual return | -5.57% | -1.07%-4.5pp | 314.74%-320.3pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,523 | $1,941-21.6% | $3,826-60.2% | $2,078-26.7% |
| Participant deferral / active EE | $4,390 | $3,516+24.9% | $4,672-6.0% | $3,356+30.8% |
| Admin fee / account holder | $192 | $121+58.9% | $8,547-97.8% | $115+66.8% |