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 MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $75,546 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,928 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,585 |
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 | $31,732 | $26,906+17.9% | $61,373-48.3% | $77,904-59.3% |
| Participation rate | 17.0% | 33.4%-16.4pp | 52.6%-35.6pp | 73.7%-56.7pp |
| Annual return | -6.68% | -14.46%+7.8pp | 338.61%-345.3pp | 12.21%-18.9pp |
| Employer contribution / active EE | $328 | $521-37.0% | $1,159-71.7% | $2,848-88.5% |
| Participant deferral / active EE | $575 | $1,180-51.3% | $2,125-72.9% | $4,806-88.0% |
| Admin fee / account holder | $212 | $117+81.3% | $2,130-90.0% | $133+60.0% |