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 MANAGEMENT2+ years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 27 · EIN 41-1416330 | Advisory (Plan) | $71,033 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,750 |
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 | $92,675 | $71,802+29.1% | $133,980-30.8% | $57,658+60.7% |
| Participation rate | 98.9% | 85.5%+13.4pp | 87.1%+11.8pp | 70.2%+28.7pp |
| Annual return | 12.13% | 13.51%-1.4pp | 29.30%-17.2pp | 5.13%+7.0pp |
| Employer contribution / active EE | $5,021 | $3,161+58.8% | $5,211-3.6% | $1,974+154.4% |
| Participant deferral / active EE | $9,194 | $4,606+99.6% | $6,282+46.4% | $3,061+200.4% |
| Admin fee / account holder | $177 | $88+102.3% | $9,324-98.1% | $95+87.6% |