Filed April 12, 2016
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 MANAGEMENT7 years Service code 16 · EIN 41-1416330 | Consulting | $68,411 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $16,537 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $16,369 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,361 | $80,724+127.1% | $103,333+77.4% | $74,495+146.1% |
| Participation rate | 99.6% | 65.7%+33.9pp | 74.5%+25.1pp | 67.2%+32.4pp |
| Annual return | 14.96% | 27.56%-12.6pp | 24.88%-9.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,847 | $3,157-9.8% | $3,868-26.4% | $2,623+8.6% |
| Participant deferral / active EE | $11,324 | $3,860+193.4% | $5,057+123.9% | $4,346+160.6% |
| Admin fee / account holder | $345 | $2,368-85.4% | $8,355-95.9% | $1,942-82.3% |