Filed March 9, 2006 (most recent of 4 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 CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $71,516 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,516 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,881 | $36,939-2.9% | $80,716-55.5% | $93,030-61.4% |
| Participation rate | 15.9% | 32.6%-16.7pp | 54.2%-38.3pp | 73.9%-58.1pp |
| Annual return | 23.92% | 17.55%+6.4pp | 87.28%-63.4pp | 158.70%-134.8pp |
| Employer contribution / active EE | $329 | $455-27.6% | $1,160-71.6% | $2,706-87.8% |
| Participant deferral / active EE | $484 | $1,044-53.6% | $2,146-77.4% | $4,562-89.4% |
| Admin fee / account holder | $199 | $162+23.4% | $3,380-94.1% | $152+31.5% |