Filed February 3, 2010
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 year Filed as: RBC CAPITAL MARKETS LLC Service code 16 800 NICOLETTE AVE · MINNEAPOLIS, MN 55402 | Consulting | $40,799 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,185 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,513 | $80,005-13.1% | $140,016-50.4% | $55,725+24.7% |
| Participation rate | 94.1% | 87.0%+7.1pp | 87.5%+6.6pp | 70.9%+23.2pp |
| Annual return | -5.67% | 0.46%-6.1pp | 651.12%-656.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $4,367 | $3,403+28.3% | $5,606-22.1% | $2,078+110.1% |
| Participant deferral / active EE | $2,689 | $5,264-48.9% | $6,927-61.2% | $3,356-19.9% |
| Admin fee / account holder | $161 | $116+39.0% | $10,705-98.5% | $115+39.6% |