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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES4+ years Filed as: TRAUTMANN MAHER AND ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $29,789 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINACIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $19,830 |
MATRIX TRUST COMPANY4+ years Service code 18 2800 NORTH CENTRAL AVE · PHOENIX, AZ 85004 | Custodial (other than securities); Tr... | $19,573 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $17,569 |
K&L GATES1 year Service code 29 · EIN 25-0921018 925 FOURTH AVE · SEATTLE, WA 981041158 | Legal | $10,047 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $157,256-100.0% | $141,162-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.4%-82.4pp |
| Annual return | -0.26% | 64.32%-64.6pp | 71.39%-71.7pp | 345.32%-345.6pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $7,109-100.0% | $6,709-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |