Filed December 14, 2015 (most recent of 2 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 MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 99 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Fees | $33,102 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,253 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,255 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,165 | $93,182-10.7% | $146,665-43.3% | $79,386+4.8% |
| Participation rate | 89.1% | 76.4%+12.6pp | 80.1%+9.0pp | 70.7%+18.4pp |
| Annual return | 16.76% | 21.61%-4.9pp | 22.74%-6.0pp | 116.85%-100.1pp |
| Employer contribution / active EE | $1,453 | $2,420-39.9% | $4,136-64.9% | $2,427-40.1% |
| Participant deferral / active EE | $5,210 | $4,169+25.0% | $5,506-5.4% | $4,046+28.8% |
| Admin fee / account holder | $228 | $585-61.0% | $10,280-97.8% | $626-63.6% |