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 MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $24,688 |
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 | $123,991 | $136,307-9.0% | $177,821-30.3% | $73,488+68.7% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.7%+11.4pp | 70.7%+28.4pp |
| Annual return | -4.34% | 18.68%-23.0pp | 48.32%-52.7pp | 28.51%-32.9pp |
| Employer contribution / active EE | $7,503 | $3,712+102.1% | $5,918+26.8% | $2,270+230.5% |
| Participant deferral / active EE | $5,641 | $5,829-3.2% | $7,714-26.9% | $3,740+50.9% |
| Admin fee / account holder | $193 | $596-67.7% | $12,427-98.5% | $513-62.5% |