Filed July 14, 2006
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+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $59,835 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,713 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,950 | $60,165+167.5% | $74,183+117.0% | $55,167+191.8% |
| Participation rate | 93.1% | 74.2%+18.9pp | 76.6%+16.4pp | 69.0%+24.1pp |
| Annual return | 1.94% | 10.00%-8.1pp | 17.74%-15.8pp | 169.23%-167.3pp |
| Employer contribution / active EE | $10,177 | $1,600+536.2% | $2,370+329.4% | $1,963+418.5% |
| Participant deferral / active EE | $2,567 | $2,973-13.7% | $3,550-27.7% | $3,054-16.0% |
| Admin fee / account holder | $189 | $419-54.9% | $5,586-96.6% | $504-62.5% |