Filed September 18, 2024 (most recent of 2 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $236,989 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $107,433 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $210,993 | $95,274+121.5% | $135,903+55.3% | $74,419+183.5% |
| Participation rate | 99.8% | 78.2%+21.6pp | 81.9%+17.9pp | 70.7%+29.0pp |
| Annual return | 17.57% | 32.77%-15.2pp | 68.23%-50.7pp | 34.38%-16.8pp |
| Employer contribution / active EE | $10,296 | $3,874+165.8% | $4,856+112.0% | $2,637+290.4% |
| Participant deferral / active EE | $10,721 | $7,782+37.8% | $7,758+38.2% | $4,528+136.8% |
| Admin fee / account holder | $419 | $266+57.6% | $10,762-96.1% | $348+20.6% |