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 & ASSOCIATES6+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $62,080 |
PACIFIC PORTFOLIO CONSULTING6+ years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $40,000 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $20,353 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $18,375 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,205 | $78,419+48.2% | $133,956-13.3% | $73,409+58.3% |
| Participation rate | 91.2% | 78.6%+12.6pp | 79.8%+11.4pp | 72.2%+19.0pp |
| Annual return | 17.75% | 33.35%-15.6pp | 45.09%-27.3pp | 59.29%-41.5pp |
| Employer contribution / active EE | $1,988 | $2,044-2.7% | $3,919-49.3% | $2,234-11.0% |
| Participant deferral / active EE | $5,133 | $3,925+30.8% | $5,048+1.7% | $3,805+34.9% |
| Admin fee / account holder | $227 | $161+40.5% | $8,927-97.5% | $158+43.5% |