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 MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS CORP. Service code 27 · EIN 41-1416330 | Advisory (Plan) | $24,163 |
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 | $103,933 | $65,557+58.5% | $64,056+62.3% | $71,457+45.4% |
| Participation rate | 98.3% | 73.2%+25.1pp | 72.3%+26.0pp | 67.9%+30.4pp |
| Annual return | 16.11% | 18.94%-2.8pp | 33.69%-17.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $3,569 | $2,669+33.7% | $2,747+29.9% | $2,588+37.9% |
| Participant deferral / active EE | $4,154 | $3,626+14.6% | $3,880+7.1% | $4,289-3.1% |
| Admin fee / account holder | $66 | $616-89.2% | $3,068-97.8% | $1,587-95.8% |