Filed April 6, 1994 (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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $43,440 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 53 · EIN 41-1416330 | Insurance Commissions | $17,517 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Filed as: JANUS Service code 52 · EIN 84-0972319 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
RUSSELL FUNDS1 year Service code 52 · EIN 91-1151059 | Indirect Investment Fees | $0 |
THORNBURG1 year Service code 52 · EIN 85-0451747 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,958 | $52,149+20.7% | $122,332-48.5% | $77,958-19.2% |
| Participation rate | 54.0% | 58.6%-4.5pp | 71.6%-17.6pp | 71.6%-17.6pp |
| Annual return | 17.21% | 17.75%-0.5pp | 30.27%-13.1pp | 20.87%-3.7pp |
| Employer contribution / active EE | $563 | $1,750-67.8% | $4,050-86.1% | $2,310-75.6% |
| Participant deferral / active EE | $1,879 | $2,114-11.1% | $3,287-42.8% | $3,537-46.9% |
| Admin fee / account holder | $23 | $93-75.1% | $5,478-99.6% | $97-76.1% |