Filed April 27, 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 WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $20,218 |
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 | $141,049 | $79,523+77.4% | $140,016+0.7% | $56,287+150.6% |
| Participation rate | 93.3% | 85.7%+7.6pp | 87.5%+5.8pp | 69.9%+23.5pp |
| Annual return | 13.27% | 2.39%+10.9pp | 651.12%-637.8pp | -9.96%+23.2pp |
| Employer contribution / active EE | $9,431 | $3,350+181.5% | $5,606+68.2% | $2,111+346.7% |
| Participant deferral / active EE | $5,004 | $5,129-2.4% | $6,927-27.8% | $3,350+49.4% |
| Admin fee / account holder | $191 | $614-69.0% | $10,705-98.2% | $521-63.4% |