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 MANAGEMENT4 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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,812 |
Filed as: CHARLES SHCWAB & CO., INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $3 |
TD AMERITRADE, INC.4 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 | $274,972 | $54,701+402.7% | $86,188+219.0% | $71,457+284.8% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 21.48% | 20.06%+1.4pp | 1168.45%-1147.0pp | 28.85%-7.4pp |
| Employer contribution / active EE | $5,352 | $1,265+323.1% | $2,380+124.9% | $2,588+106.8% |
| Participant deferral / active EE | $8,227 | $3,108+164.7% | $3,985+106.4% | $4,289+91.8% |
| Admin fee / account holder | $145 | $1,922-92.4% | $6,852-97.9% | $1,587-90.8% |