Filed April 21, 2022
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 99 · EIN 41-1416330 | Other Fees | $38,997 |
RSM US LLP3 years Service code 99 · EIN 22-2000222 | Other Fees | $21,000 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,302 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,208 | $76,670+101.1% | $96,683+59.5% | $71,457+115.8% |
| Participation rate | 97.5% | 66.6%+31.0pp | 74.3%+23.2pp | 67.9%+29.6pp |
| Annual return | 19.13% | 48.29%-29.2pp | 35.69%-16.6pp | 28.85%-9.7pp |
| Employer contribution / active EE | $4,480 | $3,031+47.8% | $3,737+19.9% | $2,588+73.1% |
| Participant deferral / active EE | $9,070 | $3,771+140.5% | $4,878+85.9% | $4,289+111.5% |
| Admin fee / account holder | $536 | $2,028-73.6% | $6,730-92.0% | $1,587-66.2% |