Filed May 28, 1997
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 MANAGEMENT2 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $23,700 |
WIPFLI LLP7 years Service code 10 · EIN 39-0758449 | Accounting | $17,900 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,474 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$29,970 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,581 | $106,110+43.8% | $147,005+3.8% | $77,671+96.4% |
| Participation rate | 72.9% | 78.4%-5.4pp | 82.2%-9.2pp | 70.6%+2.4pp |
| Annual return | 16.98% | 56.77%-39.8pp | 418.76%-401.8pp | 31.21%-14.2pp |
| Employer contribution / active EE | $2,329 | $4,065-42.7% | $4,934-52.8% | $2,726-14.6% |
| Participant deferral / active EE | $7,511 | $7,992-6.0% | $8,070-6.9% | $4,648+61.6% |
| Admin fee / account holder | $46 | $338-86.5% | $13,006-99.6% | $430-89.4% |