Filed January 7, 2010 (most recent of 4 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 WEALTH MGMT Service code 27 · EIN 41-1416330 | Advisory (Plan) | $13,500 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,207 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $825 |
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 | $35,094 | $52,953-33.7% | $172,739-79.7% | $65,185-46.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.97% | 30.12%-10.2pp | 802.84%-782.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,009 | $2,471+102.7% | $5,198-3.6% | $3,514+42.6% |
| Admin fee / account holder | $2 | $472-99.6% | $13,954-100.0% | $847-99.8% |