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 MANAGEMENT4 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $10,139 |
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $5,284 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,529 | $121,341+20.8% | $189,513-22.7% | $79,386+84.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 40.22% | 21.08%+19.1pp | 555.15%-514.9pp | 116.85%-76.6pp |
| Employer contribution / active EE | $7,845 | $3,915+100.4% | $6,162+27.3% | $2,427+223.2% |
| Participant deferral / active EE | $5,782 | $6,395-9.6% | $8,221-29.7% | $4,046+42.9% |
| Admin fee / account holder | $113 | $651-82.6% | $12,045-99.1% | $626-81.9% |