Filed March 28, 2023 (most recent of 3 filings on file)
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 MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $47,907 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,507 |
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 | $162,332 | $51,769+213.6% | $57,343+183.1% | $52,331+210.2% |
| Participation rate | 94.8% | 75.2%+19.6pp | 75.1%+19.7pp | 68.1%+26.7pp |
| Annual return | 0.24% | 2.43%-2.2pp | 24.39%-24.2pp | 4.54%-4.3pp |
| Employer contribution / active EE | $4,252 | $2,335+82.1% | $2,689+58.2% | $1,882+126.0% |
| Participant deferral / active EE | $7,666 | $2,794+174.4% | $3,162+142.4% | $3,022+153.7% |
| Admin fee / account holder | $26 | $295-91.3% | $3,356-99.2% | $592-95.7% |