Filed August 3, 2006
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 GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC ADVISORS Service code 27 · EIN 41-1416330 | Advisory (Plan) | $0 |
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 | $105,739 | $52,681+100.7% | $75,781+39.5% | $59,632+77.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 2.01% | 2.95%-0.9pp | 9.68%-7.7pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $18,993 | $2,193+765.9% | $3,323+471.5% | $2,203+762.3% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4 | $3,610-99.9% | $5,299-99.9% | $4,297-99.9% |