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 | $44,972 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $18,000 |
SIKICH LLP1 year Service code 13 · EIN 36-3168081 | Contract Administrator | $5,350 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,885 | $122,239-48.6% | $184,203-65.9% | $74,495-15.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.64% | 19.95%-3.3pp | 28.81%-12.2pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $6,209 | $4,537+36.8% | $6,427-3.4% | $2,623+136.7% |
| Participant deferral / active EE | $8,003 | $7,139+12.1% | $9,131-12.4% | $4,346+84.2% |
| Admin fee / account holder | $451 | $1,260-64.2% | $13,901-96.8% | $1,942-76.8% |