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 MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $32,000 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,902 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,229 | $59,263+362.7% | $96,562+184.0% | $79,386+245.4% |
| Participation rate | 99.0% | 61.9%+37.1pp | 69.8%+29.2pp | 70.7%+28.3pp |
| Annual return | 16.26% | 27.07%-10.8pp | 37.78%-21.5pp | 116.85%-100.6pp |
| Employer contribution / active EE | $6,765 | $1,216+456.5% | $2,356+187.1% | $2,427+178.7% |
| Participant deferral / active EE | $10,914 | $2,948+270.2% | $3,849+183.6% | $4,046+169.8% |
| Admin fee / account holder | $121 | $658-81.6% | $6,181-98.0% | $626-80.6% |