Filed March 20, 2017
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 |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-1526584 | Recordkeeping | $26,246 |
RBC WEALTH MANAGEMENT7+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $17,192 |
CHARLES SCHWAB & CO., INC.7+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $5,093 |
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 | $33,749 | $65,061-48.1% | $143,757-76.5% | $66,914-49.6% |
| Participation rate | 77.9% | 65.2%+12.7pp | 80.3%-2.4pp | 69.8%+8.1pp |
| Annual return | -14.98% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,416 | $2,361-40.0% | $4,951-71.4% | $2,544-44.3% |
| Participant deferral / active EE | $2,473 | $2,919-15.3% | $5,637-56.1% | $4,237-41.6% |
| Admin fee / account holder | $211 | $502-58.0% | $14,673-98.6% | $593-64.4% |