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 MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS, LLC; SCOTT MER Service code 27 · EIN 41-1416330 | Advisory (Plan) | $40,950 |
CLARK NUBER2 years Service code 10 · EIN 91-1194016 | Accounting | $20,000 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS WRIGHT TREMAINE LLP Service code 29 · EIN 91-0839480 | Legal | $7,111 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,554 | $65,557+141.9% | $64,056+147.5% | $71,457+121.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 15.19% | 18.94%-3.8pp | 33.69%-18.5pp | 28.85%-13.7pp |
| Employer contribution / active EE | $6,472 | $2,669+142.5% | $2,747+135.6% | $2,588+150.1% |
| Participant deferral / active EE | $8,522 | $3,626+135.0% | $3,880+119.6% | $4,289+98.7% |
| Admin fee / account holder | $124 | $616-79.9% | $3,068-96.0% | $1,587-92.2% |