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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $26,255 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $785 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,397 | $122,239-62.9% | $184,203-75.4% | $74,495-39.1% |
| Participation rate | 93.0% | 85.5%+7.5pp | 86.8%+6.2pp | 67.2%+25.8pp |
| Annual return | 12.96% | 19.95%-7.0pp | 28.81%-15.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $603 | $4,537-86.7% | $6,427-90.6% | $2,623-77.0% |
| Participant deferral / active EE | $4,117 | $7,139-42.3% | $9,131-54.9% | $4,346-5.3% |
| Admin fee / account holder | $161 | $1,260-87.2% | $13,901-98.8% | $1,942-91.7% |