Filed January 13, 2014 (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 13 · EIN 42-0127290 | Contract Administrator | $281,341 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $99,793 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,308 | $63,321-6.3% | $68,791-13.8% | $77,904-23.9% |
| Participation rate | 87.2% | 71.1%+16.1pp | 69.0%+18.2pp | 73.7%+13.5pp |
| Annual return | -15.35% | -6.50%-8.9pp | -6.38%-9.0pp | 12.21%-27.6pp |
| Employer contribution / active EE | $762 | $2,794-72.7% | $2,655-71.3% | $2,848-73.2% |
| Participant deferral / active EE | $4,283 | $4,029+6.3% | $3,941+8.7% | $4,806-10.9% |
| Admin fee / account holder | $109 | $104+4.8% | $4,932-97.8% | $133-17.6% |