Filed March 20, 2017
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 & ASSOCIATES1+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $16,639 |
RBC WEALTH MANAGEMENT1+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $2,578 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $829 |
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 | $27,611 | $46,732-40.9% | $156,549-82.4% | $55,167-49.9% |
| Participation rate | 80.7% | 65.8%+14.9pp | 84.0%-3.3pp | 69.0%+11.7pp |
| Annual return | 7.77% | 17.72%-9.9pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,444 | $2,105-31.4% | $5,501-73.8% | $1,963-26.4% |
| Participant deferral / active EE | $1,789 | $2,204-18.8% | $4,871-63.3% | $3,054-41.4% |
| Admin fee / account holder | $102 | $418-75.5% | $13,027-99.2% | $504-79.7% |