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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $46,003 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $44,025 |
ACTUARIAL BENEFITS CORP8+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 13 · EIN 16-1186135 | Contract Administrator | $5,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,897 | $79,124-42.0% | $60,874-24.6% | $64,808-29.2% |
| Participation rate | 89.9% | 77.7%+12.1pp | 73.1%+16.8pp | 71.5%+18.4pp |
| Annual return | -14.58% | -7.13%-7.5pp | 16.90%-31.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $2,122 | $3,050-30.4% | $2,701-21.5% | $2,506-15.3% |
| Participant deferral / active EE | $2,447 | $3,725-34.3% | $3,817-35.9% | $4,310-43.2% |
| Admin fee / account holder | $169 | $106+59.6% | $3,224-94.8% | $188-10.2% |