Filed July 16, 2020 (most recent of 8 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 MANAGEMENT5+ years Filed as: RBC DAIN RAUSCHER Service code 28 · EIN 41-1228350 | Investment Management | $92,282 |
COMMUNITY BANK, NA5+ years Service code 19 · EIN 16-1213679 | Securities Custodian | $7,925 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $177,834-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 39.5%-39.5pp | 2.8%-2.8pp |
| Annual return | 20.61% | 16.32%+4.3pp | 11.67%+8.9pp | 16.32%+4.3pp |
| Employer contribution / active EE | $4,396 | $17,007-74.2% | $28,376-84.5% | $17,007-74.2% |
| Participant deferral / active EE | $0 | $406-100.0% | $46-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $15,617-100.0% | $127-100.0% |