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 MANAGEMENT2 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $21,010 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,595 | $98,982+30.9% | $162,163-20.1% | $65,185+98.8% |
| Participation rate | 96.5% | 85.8%+10.7pp | 87.6%+9.0pp | 70.2%+26.3pp |
| Annual return | 5.67% | 24.84%-19.2pp | 115.59%-109.9pp | 29.38%-23.7pp |
| Employer contribution / active EE | $7,099 | $3,467+104.8% | $5,614+26.5% | $2,177+226.2% |
| Participant deferral / active EE | $4,999 | $5,384-7.2% | $7,298-31.5% | $3,514+42.3% |
| Admin fee / account holder | $185 | $596-69.0% | $10,843-98.3% | $847-78.2% |