Filed February 1, 2022 (most recent of 3 filings on file)
Total covered: 140 employees
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 MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 60 SOUTH 6TH STREET · MINNEAPOLIS, MH 55402 | Advisory (Plan) | $300,000 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $265,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,338 | $55,785+17.1% | $96,562-32.3% | $106,520-38.7% |
| Participation rate | 69.1% | 53.4%+15.7pp | 69.8%-0.7pp | 71.3%-2.2pp |
| Annual return | 16.08% | 17.66%-1.6pp | 37.78%-21.7pp | 19.28%-3.2pp |
| Employer contribution / active EE | $655 | $1,042-37.1% | $2,356-72.2% | $2,840-76.9% |
| Participant deferral / active EE | $1,946 | $1,782+9.2% | $3,849-49.4% | $4,948-60.7% |
| Admin fee / account holder | $13 | $59-77.4% | $6,181-99.8% | $75-82.2% |