Filed November 30, 2015
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 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $32,000 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $15,250 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,976 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $238,228 | $54,573+336.5% | $90,951+161.9% | $73,488+224.2% |
| Participation rate | 99.0% | 61.2%+37.9pp | 69.0%+30.0pp | 70.7%+28.4pp |
| Annual return | 17.36% | 16.69%+0.7pp | 134.60%-117.2pp | 28.51%-11.2pp |
| Employer contribution / active EE | $5,526 | $991+457.4% | $2,122+160.4% | $2,270+143.4% |
| Participant deferral / active EE | $9,620 | $2,517+282.2% | $3,373+185.2% | $3,740+157.2% |
| Admin fee / account holder | $172 | $521-67.1% | $5,959-97.1% | $513-66.5% |