Filed July 10, 2002
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 MANAGEMENT10+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $50,216 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $45,875 |
MATRIX TRUST COMPANY4 years Service code 15 · EIN 75-3182674 | Recordkeeping | $15,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,599 | $129,021-36.0% | $184,203-55.2% | $77,643+6.4% |
| Participation rate | 95.5% | 87.3%+8.1pp | 86.8%+8.7pp | 70.6%+24.9pp |
| Annual return | 16.23% | 33.27%-17.0pp | 28.81%-12.6pp | 31.24%-15.0pp |
| Employer contribution / active EE | $4,024 | $4,413-8.8% | $6,427-37.4% | $2,726+47.6% |
| Participant deferral / active EE | $9,052 | $7,297+24.0% | $9,131-0.9% | $4,647+94.8% |
| Admin fee / account holder | $203 | $254-20.0% | $13,901-98.5% | $430-52.8% |