Filed April 1, 2011
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 MANAGEMENT2+ years Service code 15 · EIN 41-1416330 | Recordkeeping | $41,476 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,500 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $68,331 | $80,177-14.8% | $123,892-44.8% | $57,658+18.5% |
| Participation rate | 94.3% | 74.4%+19.8pp | 81.4%+12.8pp | 70.2%+24.0pp |
| Annual return | 7.74% | 17.90%-10.2pp | 47.52%-39.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,408 | $2,913-51.7% | $4,617-69.5% | $1,974-28.7% |
| Participant deferral / active EE | $8,206 | $5,130+60.0% | $5,984+37.1% | $3,061+168.1% |
| Admin fee / account holder | $155 | $106+45.9% | $8,357-98.1% | $95+64.1% |