Filed June 30, 2005
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 MANAGEMENT1+ years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 10 · EIN 41-1416330 | Accounting | $12,883 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $630 |
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 | $40,510 | $45,152-10.3% | $73,843-45.1% | $59,632-32.1% |
| Participation rate | 74.0% | 64.0%+10.0pp | 73.4%+0.6pp | 68.7%+5.4pp |
| Annual return | -1.15% | 27.40%-28.6pp | 2267.84%-2269.0pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,344 | $1,902-29.3% | $2,787-51.8% | $2,203-39.0% |
| Participant deferral / active EE | $2,974 | $2,574+15.6% | $3,583-17.0% | $3,192-6.8% |
| Admin fee / account holder | $175 | $3,516-95.0% | $4,880-96.4% | $4,297-95.9% |