Filed March 16, 2018
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 & ASSOCIATES5+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES, INC. Service code 15 · EIN 91-1526584 | Recordkeeping | $384,296 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Tr... | $46,903 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 26 · EIN 13-2638116 | Advisory (Participants) | $30,722 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,999 | $127,218-61.5% | $392,568-87.5% | $77,787-37.0% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.1%-4.4pp | 73.2%+0.5pp |
| Annual return | 21.70% | 25.27%-3.6pp | 24.42%-2.7pp | 32.57%-10.9pp |
| Employer contribution / active EE | $3,750 | $3,064+22.4% | $3,783-0.9% | $2,504+49.7% |
| Participant deferral / active EE | $4,522 | $4,820-6.2% | $5,985-24.5% | $3,967+14.0% |
| Admin fee / account holder | $74 | $89-17.4% | $6,260-98.8% | $100-26.5% |