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 MANAGEMENT4+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $75,543 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $61,442 |
MATRIX TRUST COMPANY4+ years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $34,769 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $29,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,257 | $80,005-7.2% | $140,016-47.0% | $55,725+33.3% |
| Participation rate | 80.6% | 87.0%-6.4pp | 87.5%-6.9pp | 70.9%+9.8pp |
| Annual return | 6.56% | 0.46%+6.1pp | 651.12%-644.6pp | 244.93%-238.4pp |
| Employer contribution / active EE | $1,751 | $3,403-48.6% | $5,606-68.8% | $2,078-15.8% |
| Participant deferral / active EE | $5,096 | $5,264-3.2% | $6,927-26.4% | $3,356+51.9% |
| Admin fee / account holder | $235 | $116+103.0% | $10,705-97.8% | $115+103.9% |