Filed July 10, 2002
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 |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $17,558 |
TRAUTMANN MAHER & ASSOCIATES2+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $15,356 |
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 | $59,010 | $74,089-20.4% | $133,980-56.0% | $55,167+7.0% |
| Participation rate | 89.9% | 84.3%+5.7pp | 87.1%+2.9pp | 69.0%+20.9pp |
| Annual return | 13.15% | 12.11%+1.0pp | 29.30%-16.2pp | 169.23%-156.1pp |
| Employer contribution / active EE | $2,268 | $3,064-26.0% | $5,211-56.5% | $1,963+15.6% |
| Participant deferral / active EE | $5,644 | $4,678+20.7% | $6,282-10.2% | $3,054+84.8% |
| Admin fee / account holder | $288 | $458-37.0% | $9,324-96.9% | $504-42.8% |