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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.
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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 |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 | Other Commissions | $7,226 |
WIPFLI LLP1+ years Filed as: WIPFLI LLP. Service code 13 | Contract Administrator | $2,965 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS CORP. Service code 55 60 SOUTH 6TH ST. · MINNEAPOLIS, MN 55402 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,456 | $77,634-49.2% | $156,549-74.8% | $62,891-37.3% |
| Participation rate | 72.1% | 71.2%+0.9pp | 84.0%-11.9pp | 69.3%+2.8pp |
| Annual return | 0.54% | 50.32%-49.8pp | 32.23%-31.7pp | 20.14%-19.6pp |
| Employer contribution / active EE | $719 | $3,444-79.1% | $5,501-86.9% | $2,281-68.5% |
| Participant deferral / active EE | $2,101 | $3,045-31.0% | $4,871-56.9% | $3,203-34.4% |
| Admin fee / account holder | $44 | $5,561-99.2% | $13,027-99.7% | $4,296-99.0% |