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 | $327,506 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $128,307 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,145 | $94,876+16.1% | $82,389+33.7% | $102,872+7.1% |
| Participation rate | 84.3% | 70.6%+13.7pp | 69.5%+14.7pp | 73.0%+11.3pp |
| Annual return | 84.67% | 17.83%+66.8pp | 28.67%+56.0pp | 19.06%+65.6pp |
| Employer contribution / active EE | $1,818 | $3,789-52.0% | $2,517-27.8% | $3,526-48.4% |
| Participant deferral / active EE | $4,524 | $4,496+0.6% | $4,155+8.9% | $5,535-18.3% |
| Admin fee / account holder | $177 | $214-17.1% | $7,231-97.5% | $292-39.3% |