Filed January 15, 2025 (most recent of 4 filings on file)
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 9-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 | $152,882 |
NWAM LLC2 years Service code 26 · EIN 26-3111449 | Advisory (Participants) | $95,000 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $54,645 |
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 | $60,423 | $82,546-26.8% | $140,016-56.8% | $75,289-19.7% |
| Participation rate | 94.1% | 88.4%+5.7pp | 87.5%+6.6pp | 72.4%+21.7pp |
| Annual return | -5.42% | -0.36%-5.1pp | 651.12%-656.5pp | -0.04%-5.4pp |
| Employer contribution / active EE | $4,613 | $3,856+19.6% | $5,606-17.7% | $2,405+91.8% |
| Participant deferral / active EE | $4,647 | $5,731-18.9% | $6,927-32.9% | $3,739+24.3% |
| Admin fee / account holder | $114 | $86+33.4% | $10,705-98.9% | $102+11.8% |