Filed January 17, 2024 (most recent of 3 filings on file)
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 Filed as: RBC CAPITAL MARKETS Service code 14 · EIN 41-1416330 | Plan Administrator | $22,500 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $13,972 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,082 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,789 | $47,898+49.9% | $117,472-38.9% | $64,808+10.8% |
| Participation rate | 98.8% | 61.9%+37.0pp | 70.6%+28.2pp | 71.5%+27.4pp |
| Annual return | -14.11% | -15.54%+1.4pp | 29.74%-43.8pp | 32.82%-46.9pp |
| Employer contribution / active EE | $3,846 | $1,774+116.8% | $4,176-7.9% | $2,506+53.5% |
| Participant deferral / active EE | $3,759 | $3,151+19.3% | $4,070-7.7% | $4,310-12.8% |
| Admin fee / account holder | $38 | $132-70.8% | $5,645-99.3% | $188-79.5% |