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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $44,930 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $44,717 |
ACTUARIAL BENEFITS CORP9+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 13 · EIN 16-1186135 | Contract Administrator | $9,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,676 | $83,884-37.2% | $64,056-17.8% | $74,419-29.2% |
| Participation rate | 92.8% | 76.6%+16.2pp | 72.3%+20.5pp | 70.7%+22.1pp |
| Annual return | 16.55% | 16.57%0pp | 33.69%-17.1pp | 34.38%-17.8pp |
| Employer contribution / active EE | $2,173 | $3,084-29.5% | $2,747-20.9% | $2,637-17.6% |
| Participant deferral / active EE | $2,457 | $3,692-33.5% | $3,880-36.7% | $4,528-45.7% |
| Admin fee / account holder | $181 | $196-7.6% | $3,068-94.1% | $348-47.9% |