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 MANAGEMENT3+ years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 16 · EIN 41-1416330 | Consulting | $49,711 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,512 |
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 | $109,851 | $81,537+34.7% | $149,718-26.6% | $69,631+57.8% |
| Participation rate | 96.3% | 86.1%+10.2pp | 87.1%+9.2pp | 70.7%+25.6pp |
| Annual return | 19.17% | 22.79%-3.6pp | 1501.63%-1482.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $7,750 | $3,239+139.3% | $5,445+42.3% | $2,032+281.4% |
| Participant deferral / active EE | $10,092 | $4,994+102.1% | $6,569+53.6% | $3,224+213.1% |
| Admin fee / account holder | $88 | $107-17.6% | $11,283-99.2% | $110-20.2% |