Filed November 30, 2012 (most recent of 2 filings on file)
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 27 60 S 6TH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $18,081 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $518 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,420 | $102,553-60.6% | $151,611-73.3% | $66,914-39.6% |
| Participation rate | 94.1% | 85.5%+8.6pp | 87.5%+6.6pp | 69.8%+24.3pp |
| Annual return | -16.01% | -10.82%-5.2pp | 3.33%-19.3pp | 1.58%-17.6pp |
| Employer contribution / active EE | $141 | $4,180-96.6% | $6,166-97.7% | $2,544-94.5% |
| Participant deferral / active EE | $4,113 | $6,641-38.1% | $8,363-50.8% | $4,237-2.9% |
| Admin fee / account holder | $143 | $630-77.4% | $11,616-98.8% | $593-76.0% |