See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,750 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $34,797 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,069 | $100,801-31.5% | $149,696-53.9% | $73,409-5.9% |
| Participation rate | 92.7% | 77.7%+15.0pp | 82.5%+10.2pp | 72.2%+20.5pp |
| Annual return | 14.59% | 265.34%-250.8pp | 276.60%-262.0pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,327 | $3,312-59.9% | $4,644-71.4% | $2,234-40.6% |
| Participant deferral / active EE | $6,608 | $6,404+3.2% | $6,842-3.4% | $3,805+73.6% |
| Admin fee / account holder | $202 | $181+11.7% | $9,309-97.8% | $158+27.9% |