Filed April 24, 2014
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 Service code 26 · EIN 41-1416330 | Advisory (Participants) | $71,825 |
TRAUTMANN MAHER & ASSOCIATES2+ years Filed as: TRAUTMANN, MAHER & ASSOC., INC. Service code 15 · EIN 91-1526584 | Recordkeeping | $68,847 |
MATRIX TRUST COMPANY2+ years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $30,589 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $29,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,654 | $71,802-4.4% | $133,980-48.8% | $57,658+19.1% |
| Participation rate | 79.0% | 85.5%-6.5pp | 87.1%-8.1pp | 70.2%+8.7pp |
| Annual return | 13.85% | 13.51%+0.3pp | 29.30%-15.4pp | 5.13%+8.7pp |
| Employer contribution / active EE | $1,321 | $3,161-58.2% | $5,211-74.7% | $1,974-33.1% |
| Participant deferral / active EE | $3,959 | $4,606-14.0% | $6,282-37.0% | $3,061+29.4% |
| Admin fee / account holder | $274 | $88+212.0% | $9,324-97.1% | $95+189.4% |