Filed October 24, 2006
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 |
|---|---|---|
Service code 15 · EIN 91-2109397 | Recordkeeping | $17,524 |
RBC WEALTH MANAGEMENT1 year Service code 15 · EIN 41-1416330 | Recordkeeping | $10,840 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,525 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,241 | $51,244+5.8% | $80,975-33.0% | $55,167-1.7% |
| Participation rate | 88.8% | 71.7%+17.1pp | 75.8%+13.0pp | 69.0%+19.8pp |
| Annual return | 7.24% | 17.39%-10.2pp | 17.10%-9.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,689 | $1,770+51.9% | $3,714-27.6% | $1,963+37.0% |
| Participant deferral / active EE | $4,059 | $4,418-8.1% | $5,696-28.7% | $3,054+32.9% |
| Admin fee / account holder | $143 | $398-64.1% | $5,516-97.4% | $504-71.6% |