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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $31,999 |
MOSS ADAMS LLP1 year Filed as: MOSS-ADAMS LLP Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $10,500 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,105 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,501 | $49,451+309.5% | $79,550+154.6% | $66,914+202.6% |
| Participation rate | 99.5% | 61.3%+38.2pp | 69.5%+30.0pp | 69.8%+29.7pp |
| Annual return | -19.65% | 84.25%-103.9pp | 0.16%-19.8pp | 1.58%-21.2pp |
| Employer contribution / active EE | $6,120 | $1,266+383.5% | $2,413+153.6% | $2,544+140.5% |
| Participant deferral / active EE | $10,620 | $3,159+236.2% | $3,985+166.5% | $4,237+150.7% |
| Admin fee / account holder | $159 | $595-73.3% | $6,832-97.7% | $593-73.2% |