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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MOORE GRIDER & COMPANY3+ years Service code 10 · EIN 94-2191284 | Accounting | $29,115 |
JANZEN TAMBERI & WONG3+ years Service code 10 · EIN 77-0250870 | Accounting | $7,500 |
FIRST MERCANTILE TRUST COMPANY3+ years Service code 12 · EIN 62-0951563 | Claims processing; Participant commun... | $4,330 |
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: RBC CAPTIAL MARKETS Service code 27 · EIN 41-1416330 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,678 | $53,925+1.4% | $75,670-27.7% | $69,631-21.5% |
| Participation rate | 66.5% | 71.2%-4.7pp | 72.3%-5.9pp | 70.7%-4.2pp |
| Annual return | 16.13% | 17.84%-1.7pp | 27.34%-11.2pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,222 | $1,802-32.2% | $2,352-48.0% | $2,032-39.9% |
| Participant deferral / active EE | $2,193 | $2,569-14.6% | $3,142-30.2% | $3,224-32.0% |
| Admin fee / account holder | $141 | $97+45.4% | $5,800-97.6% | $110+27.8% |