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 | $268,388 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $99,782 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,604 | $70,115-2.2% | $70,515-2.7% | $80,160-14.4% |
| Participation rate | 90.4% | 71.7%+18.7pp | 68.3%+22.0pp | 72.9%+17.4pp |
| Annual return | 19.14% | 134.51%-115.4pp | 32.77%-13.6pp | 40.38%-21.2pp |
| Employer contribution / active EE | $863 | $3,021-71.4% | $2,973-71.0% | $2,978-71.0% |
| Participant deferral / active EE | $4,924 | $4,495+9.5% | $4,567+7.8% | $5,017-1.9% |
| Admin fee / account holder | $103 | $112-8.4% | $6,412-98.4% | $145-29.1% |