Filed January 1, 2015 (most recent of 2 filings on file)
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 MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS Service code 99 · EIN 41-1416330 | Other Fees | $23,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,818 | $46,292-39.9% | $143,757-80.6% | $64,808-57.1% |
| Participation rate | 42.7% | 64.2%-21.5pp | 80.3%-37.6pp | 71.5%-28.8pp |
| Annual return | -12.37% | -10.05%-2.3pp | -0.04%-12.3pp | 32.82%-45.2pp |
| Employer contribution / active EE | $2,276 | $1,910+19.2% | $4,951-54.0% | $2,506-9.2% |
| Participant deferral / active EE | $3,090 | $2,646+16.8% | $5,637-45.2% | $4,310-28.3% |
| Admin fee / account holder | $213 | $154+38.5% | $14,673-98.5% | $188+13.4% |