Filed April 16, 2002
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 |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 27 · EIN 41-1416330 | Advisory (Plan) | $64,771 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,425 |
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 | $90,102 | $70,667+27.5% | $123,104-26.8% | $52,331+72.2% |
| Participation rate | 97.8% | 83.7%+14.1pp | 86.8%+11.0pp | 68.1%+29.7pp |
| Annual return | 0.36% | 6.23%-5.9pp | 13.22%-12.9pp | 4.54%-4.2pp |
| Employer contribution / active EE | $9,818 | $2,946+233.3% | $5,151+90.6% | $1,882+421.8% |
| Participant deferral / active EE | $9,969 | $4,493+121.9% | $6,230+60.0% | $3,022+229.8% |
| Admin fee / account holder | $183 | $506-63.9% | $9,015-98.0% | $592-69.1% |