Filed January 6, 2006
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 Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $45,420 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,582 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,036 | $44,989-68.8% | $170,442-91.8% | $77,958-82.0% |
| Participation rate | 97.6% | 64.6%+33.0pp | 83.6%+14.0pp | 71.6%+25.9pp |
| Annual return | 47.39% | 19.61%+27.8pp | 205.93%-158.5pp | 20.87%+26.5pp |
| Employer contribution / active EE | $1,854 | $1,466+26.5% | $5,433-65.9% | $2,310-19.7% |
| Participant deferral / active EE | $2,206 | $2,208-0.1% | $4,939-55.3% | $3,537-37.6% |
| Admin fee / account holder | $22 | $69-68.5% | $13,880-99.8% | $97-77.7% |