Filed August 31, 2016 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $104,416 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $53,582 |
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 | $108,969 | $60,323+80.6% | $81,812+33.2% | $74,495+46.3% |
| Participation rate | 99.4% | 62.9%+36.6pp | 72.3%+27.1pp | 67.2%+32.2pp |
| Annual return | 12.53% | 16.90%-4.4pp | 773.79%-761.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $7,451 | $2,620+184.4% | $2,912+155.9% | $2,623+184.1% |
| Participant deferral / active EE | $10,820 | $3,387+219.4% | $4,319+150.5% | $4,346+149.0% |
| Admin fee / account holder | $345 | $1,486-76.8% | $7,386-95.3% | $1,942-82.3% |