Filed December 13, 2010
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 MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST. COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $61,259 |
PRESBERG PENSIONS, INC3 years Service code 13 4165 E THOUSAND OAKS BLVD · WESTLAKE VILLAGE, CA 913623843 | Contract Administrator | $27,704 |
Filed as: MURCHISON & CUMMING LLP Service code 99 801 S. GRAND AVE. 9TH FLOOR · LOS ANGELES, CA 90017 | Other Fees | $15,000 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $231,939 | $100,923+129.8% | $150,045+54.6% | $74,304+212.1% |
| Participation rate | 66.4% | 70.1%-3.7pp | 82.3%-15.9pp | 60.3%+6.0pp |
| Annual return | 18.47% | 51.77%-33.3pp | 62.55%-44.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $1,814 | $3,463-47.6% | $4,693-61.4% | $2,241-19.1% |
| Participant deferral / active EE | $9,178 | $6,709+36.8% | $7,997+14.8% | $3,767+143.6% |
| Admin fee / account holder | $239 | $2,767-91.4% | $13,435-98.2% | $2,969-91.9% |