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 MANAGEMENT1 year Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 55 · EIN 41-1416330 | Other Commissions | $79,137 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,219 |
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 | $60,861 | $46,100+32.0% | $86,590-29.7% | $69,631-12.6% |
| Participation rate | 93.2% | 67.2%+26.0pp | 73.5%+19.7pp | 70.7%+22.5pp |
| Annual return | 16.03% | 21.02%-5.0pp | 964.84%-948.8pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $2,326 | $1,850+25.7% | $2,839-18.1% | $2,032+14.5% |
| Participant deferral / active EE | $4,676 | $2,432+92.3% | $3,609+29.6% | $3,224+45.0% |
| Admin fee / account holder | $2 | $94-97.3% | $4,906-99.9% | $110-97.7% |