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 MANAGEMENT3+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $73,049 |
TRAUTMANN MAHER & ASSOCIATES3+ years Filed as: TRAUTMANN, MAHER & ASSOC., INC. Service code 15 · EIN 91-1526584 | Recordkeeping | $63,740 |
MATRIX TRUST COMPANY3+ years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $32,039 |
CROWE LLP3+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $29,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,187 | $81,537-1.7% | $149,718-46.4% | $69,631+15.2% |
| Participation rate | 79.6% | 86.1%-6.6pp | 87.1%-7.5pp | 70.7%+8.9pp |
| Annual return | 16.89% | 22.79%-5.9pp | 1501.63%-1484.7pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,459 | $3,239-55.0% | $5,445-73.2% | $2,032-28.2% |
| Participant deferral / active EE | $4,428 | $4,994-11.3% | $6,569-32.6% | $3,224+37.4% |
| Admin fee / account holder | $269 | $107+152.0% | $11,283-97.6% | $110+143.8% |