Filed June 2, 2026
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 Filed as: TRAUTMANN, MAHER & ASSOCIATES, INC. Service code 15 · EIN 91-1526584 | Recordkeeping | $55,255 |
LUCID ADVISORS, INC.2+ years Service code 26 · EIN 91-2050140 | Advisory (Participants) | $27,250 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $25,854 |
Service code 10 · EIN 91-1275259 | Accounting | $15,110 |
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 | $117,059 | $74,024+58.1% | $77,999+50.1% | $57,658+103.0% |
| Participation rate | 93.9% | 79.7%+14.1pp | 75.5%+18.4pp | 70.2%+23.7pp |
| Annual return | 9.62% | 12.14%-2.5pp | 425.96%-416.3pp | 5.13%+4.5pp |
| Employer contribution / active EE | $4,083 | $2,365+72.6% | $2,470+65.3% | $1,974+106.8% |
| Participant deferral / active EE | $4,577 | $3,533+29.6% | $3,497+30.9% | $3,061+49.6% |
| Admin fee / account holder | $236 | $93+153.4% | $5,480-95.7% | $95+149.9% |