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 & ASSOCIATES2+ years Filed as: TRAUTMANN, MAHER & ASSOC. Service code 15 · EIN 91-1526584 | Recordkeeping | $180,023 |
RBC WEALTH MANAGEMENT2+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $93,750 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 42-1558009 | Investment Management | $43,642 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST CO. Service code 19 · EIN 75-3182674 | Securities Custodian | $34,491 |
THORSON BARNETT & MCDONALD, P.C.2+ years Service code 29 · EIN 91-1608561 | Legal | $17,554 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $13,795 |
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 | $160,504 | $37,213+331.3% | $156,549+2.5% | $63,975+150.9% |
| Participation rate | 72.1% | 65.0%+7.1pp | 84.0%-11.9pp | 71.1%+1.0pp |
| Annual return | 9.76% | 47.89%-38.1pp | 32.23%-22.5pp | 48.65%-38.9pp |
| Employer contribution / active EE | $5,765 | $1,357+324.9% | $5,501+4.8% | $2,182+164.2% |
| Participant deferral / active EE | $4,195 | $2,070+102.7% | $4,871-13.9% | $3,356+25.0% |
| Admin fee / account holder | $198 | $56+252.1% | $13,027-98.5% | $70+181.5% |