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 & ASSOCIATES4+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $21,972 |
RBC WEALTH MANAGEMENT4+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $13,733 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $37,248 | $52,953-29.7% | $172,739-78.4% | $65,185-42.9% |
| Participation rate | 82.2% | 66.2%+16.0pp | 82.6%-0.4pp | 70.2%+12.0pp |
| Annual return | 20.37% | 30.12%-9.7pp | 802.84%-782.5pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,442 | $2,190-34.2% | $5,143-72.0% | $2,177-33.8% |
| Participant deferral / active EE | $2,268 | $2,471-8.2% | $5,198-56.4% | $3,514-35.4% |
| Admin fee / account holder | $206 | $472-56.3% | $13,954-98.5% | $847-75.7% |