Filed January 13, 2016
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 LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $54,945 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $32,062 |
ACTUARIAL BENEFITS CORP6+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 13 · EIN 16-1186135 | Contract Administrator | $4,840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,929 | $84,948-38.9% | $70,449-26.3% | $73,409-29.3% |
| Participation rate | 85.6% | 79.9%+5.6pp | 75.1%+10.5pp | 72.2%+13.4pp |
| Annual return | 13.70% | 13.39%+0.3pp | 109.03%-95.3pp | 59.29%-45.6pp |
| Employer contribution / active EE | $2,093 | $2,834-26.1% | $2,737-23.5% | $2,234-6.3% |
| Participant deferral / active EE | $1,857 | $3,387-45.2% | $3,709-49.9% | $3,805-51.2% |
| Admin fee / account holder | $183 | $98+86.5% | $3,845-95.2% | $158+15.9% |