Filed December 2, 2011
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 Filed as: RBC CAPITAL MARKETS, LLC; SCOTT MER Service code 28 · EIN 41-1416330 | Investment Management | $17,729 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $1,076 |
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 | $154,454 | $65,322+136.4% | $70,449+119.2% | $73,488+110.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 13.92% | 15.71%-1.8pp | 109.03%-95.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $5,641 | $2,460+129.3% | $2,737+106.1% | $2,270+148.5% |
| Participant deferral / active EE | $7,142 | $3,375+111.6% | $3,709+92.6% | $3,740+91.0% |
| Admin fee / account holder | $52 | $214-75.8% | $3,845-98.7% | $513-89.9% |