Filed November 30, 2012
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 | $23,307 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $6,660 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,625 | $123,793-71.2% | $177,821-80.0% | $79,858-55.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 21.90% | 22.82%-0.9pp | 48.32%-26.4pp | 31.71%-9.8pp |
| Employer contribution / active EE | $4,575 | $4,095+11.7% | $5,918-22.7% | $2,471+85.2% |
| Participant deferral / active EE | $6,087 | $5,956+2.2% | $7,714-21.1% | $3,740+62.7% |
| Admin fee / account holder | $193 | $7,243-97.3% | $12,427-98.4% | $5,306-96.4% |