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 MANAGEMENT8 years Service code 16 · EIN 41-1416330 | Consulting | $70,899 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $35,949 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $17,640 |
NATIONAL FINANCIAL SERVICES11+ 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 | $186,690 | $95,880+94.7% | $107,525+73.6% | $85,563+118.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 13.90% | 68.06%-54.2pp | 181.32%-167.4pp | 31.51%-17.6pp |
| Employer contribution / active EE | $4,040 | $3,812+6.0% | $3,754+7.6% | $2,654+52.3% |
| Participant deferral / active EE | $11,984 | $4,201+185.3% | $5,116+134.3% | $4,375+173.9% |
| Admin fee / account holder | $393 | $1,025-61.7% | $8,919-95.6% | $834-52.9% |