Filed April 21, 2022
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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.
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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 MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 99 · EIN 41-1416330 | Other Fees | $42,848 |
RSM US LLP4 years Service code 99 · EIN 22-2000222 | Other Fees | $21,000 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,759 |
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 | $174,155 | $80,724+115.7% | $103,333+68.5% | $74,495+133.8% |
| Participation rate | 96.5% | 65.7%+30.8pp | 74.5%+22.0pp | 67.2%+29.3pp |
| Annual return | 20.83% | 27.56%-6.7pp | 24.88%-4.1pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $4,790 | $3,157+51.7% | $3,868+23.8% | $2,623+82.6% |
| Participant deferral / active EE | $13,092 | $3,860+239.2% | $5,057+158.9% | $4,346+201.3% |
| Admin fee / account holder | $600 | $2,368-74.6% | $8,355-92.8% | $1,942-69.1% |