Filed October 5, 2009
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 & ASSOCIATES1+ years Filed as: TRAUTMANN, MAHER & ASSOC. Service code 15 · EIN 91-1526584 | Recordkeeping | $183,107 |
RBC WEALTH MANAGEMENT1+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $136,250 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 42-1558009 | Investment Management | $129,781 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST CO. Service code 19 · EIN 51-0099033 | Securities Custodian | $86,012 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $30,368 |
THORSON BARNETT & MCDONALD, P.C.1+ years Service code 29 · EIN 91-1608561 | Legal | $5,564 |
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 | $148,187 | $37,039+300.1% | $147,614+0.4% | $59,188+150.4% |
| Participation rate | 81.9% | 63.8%+18.1pp | 84.6%-2.8pp | 69.4%+12.4pp |
| Annual return | 2.72% | 7.19%-4.5pp | 61.98%-59.3pp | 5.51%-2.8pp |
| Employer contribution / active EE | $6,091 | $1,353+350.2% | $5,564+9.5% | $2,098+190.3% |
| Participant deferral / active EE | $4,551 | $2,094+117.4% | $4,895-7.0% | $3,265+39.4% |
| Admin fee / account holder | $295 | $60+390.7% | $11,611-97.5% | $92+220.4% |