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 | $317,412 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $99,811 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,317 | $81,357+4.9% | $75,972+12.3% | $199,593-57.3% |
| Participation rate | 90.7% | 69.9%+20.8pp | 69.1%+21.7pp | 72.0%+18.8pp |
| Annual return | 26.69% | 16.32%+10.4pp | 359.55%-332.9pp | 34.25%-7.6pp |
| Employer contribution / active EE | $939 | $3,341-71.9% | $2,685-65.0% | $3,034-69.1% |
| Participant deferral / active EE | $5,174 | $4,710+9.9% | $4,255+21.6% | $5,087+1.7% |
| Admin fee / account holder | $116 | $144-19.9% | $6,467-98.2% | $269-56.9% |