Filed June 22, 2010 (most recent of 2 filings on file)
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 MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP. Service code 27 · EIN 41-1416330 | Advisory (Plan) | $30,448 |
CLARK NUBER1 year Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $23,195 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,051 | $60,989+52.6% | $60,874+52.9% | $66,914+39.1% |
| Participation rate | 96.5% | 74.5%+22.0pp | 73.1%+23.4pp | 69.8%+26.7pp |
| Annual return | -13.64% | -9.60%-4.0pp | 16.90%-30.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $4,011 | $2,661+50.7% | $2,701+48.5% | $2,544+57.6% |
| Participant deferral / active EE | $4,710 | $3,615+30.3% | $3,817+23.4% | $4,237+11.2% |
| Admin fee / account holder | $144 | $338-57.5% | $3,224-95.5% | $593-75.8% |