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 MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS, LLC; SCOTT MER Service code 27 · EIN 41-1416330 | Advisory (Plan) | $39,915 |
CLARK NUBER1 year Service code 10 · EIN 91-1194016 | Accounting | $19,175 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,728 | $60,989+135.7% | $60,874+136.1% | $66,914+114.8% |
| Participation rate | 99.6% | 74.5%+25.1pp | 73.1%+26.5pp | 69.8%+29.8pp |
| Annual return | -12.72% | -9.60%-3.1pp | 16.90%-29.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $6,238 | $2,661+134.4% | $2,701+130.9% | $2,544+145.2% |
| Participant deferral / active EE | $8,227 | $3,615+127.6% | $3,817+115.6% | $4,237+94.2% |
| Admin fee / account holder | $102 | $338-69.9% | $3,224-96.8% | $593-82.8% |