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 & ASSOCIATES6+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES, INC. Service code 15 · EIN 91-1526584 | Recordkeeping | $333,601 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (bank, trust company, or simi... | $69,125 |
KPMG LLP1 year Filed as: KPMG, LLC Service code 10 · EIN 13-5565207 | Accounting | $66,710 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 26 · EIN 13-2638116 | Advisory (Participants) | $55,000 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST Service code 19 · EIN 65-1214236 | Securities Custodian | $33,864 |
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 | $53,510 | $143,525-62.7% | $379,746-85.9% | $90,288-40.7% |
| Participation rate | 72.0% | 82.9%-10.9pp | 78.4%-6.4pp | 73.4%-1.3pp |
| Annual return | 15.67% | 18.97%-3.3pp | 34.90%-19.2pp | 53.97%-38.3pp |
| Employer contribution / active EE | $4,070 | $3,201+27.2% | $3,540+15.0% | $2,524+61.2% |
| Participant deferral / active EE | $4,974 | $5,231-4.9% | $6,024-17.4% | $4,232+17.5% |
| Admin fee / account holder | $83 | $100-17.0% | $7,927-98.9% | $114-26.9% |