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 | $62,795 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $56,443 |
ACTUARIAL BENEFITS CORP11+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 15 · EIN 16-1186135 | Recordkeeping | $6,715 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,268 | $96,018-45.6% | $65,493-20.2% | $85,563-38.9% |
| Participation rate | 92.8% | 74.8%+18.0pp | 73.1%+19.7pp | 66.0%+26.9pp |
| Annual return | 14.53% | 14.51%0pp | 982.45%-967.9pp | 31.51%-17.0pp |
| Employer contribution / active EE | $1,847 | $3,235-42.9% | $2,574-28.2% | $2,654-30.4% |
| Participant deferral / active EE | $2,183 | $4,055-46.2% | $3,961-44.9% | $4,375-50.1% |
| Admin fee / account holder | $180 | $271-33.5% | $5,028-96.4% | $834-78.4% |