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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 16 800 NICOLETTE AVE · MINNEAPOLIS, MN 55402 | Consulting | $43,499 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,110 |
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 | $91,090 | $111,608-18.4% | $177,821-48.8% | $73,409+24.1% |
| Participation rate | 84.1% | 87.9%-3.7pp | 87.7%-3.6pp | 72.2%+12.0pp |
| Annual return | 14.95% | 18.23%-3.3pp | 48.32%-33.4pp | 59.29%-44.3pp |
| Employer contribution / active EE | $4,453 | $3,796+17.3% | $5,918-24.8% | $2,234+99.4% |
| Participant deferral / active EE | $2,747 | $6,199-55.7% | $7,714-64.4% | $3,805-27.8% |
| Admin fee / account holder | $163 | $166-1.3% | $12,427-98.7% | $158+3.5% |