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 MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $21,978 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,958 | $130,194-68.5% | $169,993-75.9% | $71,457-42.7% |
| Participation rate | 93.8% | 86.1%+7.6pp | 87.0%+6.8pp | 67.9%+25.9pp |
| Annual return | 16.75% | 20.37%-3.6pp | 53.37%-36.6pp | 28.85%-12.1pp |
| Employer contribution / active EE | $559 | $4,381-87.2% | $6,785-91.8% | $2,588-78.4% |
| Participant deferral / active EE | $4,139 | $6,923-40.2% | $10,408-60.2% | $4,289-3.5% |
| Admin fee / account holder | $140 | $966-85.5% | $12,815-98.9% | $1,587-91.2% |