Filed April 6, 2007
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 MANAGEMENT2+ years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 55 · EIN 41-1416330 | Other Commissions | $35,288 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $75,038 | $39,859+88.3% | $78,689-4.6% | $57,658+30.1% |
| Participation rate | 63.4% | 66.1%-2.7pp | 73.6%-10.1pp | 70.2%-6.8pp |
| Annual return | 9.31% | 18.96%-9.7pp | 62.18%-52.9pp | 5.13%+4.2pp |
| Employer contribution / active EE | $2,014 | $1,786+12.8% | $2,851-29.4% | $1,974+2.0% |
| Participant deferral / active EE | $4,343 | $2,248+93.2% | $3,517+23.5% | $3,061+41.9% |
| Admin fee / account holder | $4 | $76-94.2% | $4,510-99.9% | $95-95.4% |