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 & ASSOCIATES2+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $25,517 |
RBC WEALTH MANAGEMENT2+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $14,249 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $3,732 |
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 | $33,482 | $55,453-39.6% | $170,442-80.4% | $62,292-46.2% |
| Participation rate | 79.9% | 66.4%+13.5pp | 83.6%-3.7pp | 69.5%+10.4pp |
| Annual return | 15.05% | 21.38%-6.3pp | 205.93%-190.9pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,455 | $2,164-32.7% | $5,433-73.2% | $2,042-28.7% |
| Participant deferral / active EE | $2,104 | $2,303-8.6% | $4,939-57.4% | $3,169-33.6% |
| Admin fee / account holder | $206 | $455-54.7% | $13,880-98.5% | $479-57.0% |