Filed October 7, 2022
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,569 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $5,448 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,363 | $64,119+19.1% | $112,228-32.0% | $66,914+14.1% |
| Participation rate | 91.4% | 68.5%+22.9pp | 75.1%+16.3pp | 69.8%+21.6pp |
| Annual return | -17.89% | -13.81%-4.1pp | 27.45%-45.3pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,220 | $3,005+7.1% | $3,635-11.4% | $2,544+26.6% |
| Participant deferral / active EE | $6,808 | $3,693+84.3% | $4,728+44.0% | $4,237+60.7% |
| Admin fee / account holder | $89 | $625-85.8% | $6,410-98.6% | $593-85.0% |