Filed November 9, 2005
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 MANAGEMENT3+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $56,638 |
RSM US LLP1 year Filed as: RMS US LLP Service code 10 · EIN 42-0714325 | Accounting | $15,730 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,349 | $37,196-23.8% | $154,107-81.6% | $55,725-49.1% |
| Participation rate | 60.9% | 64.1%-3.2pp | 83.0%-22.1pp | 70.9%-9.9pp |
| Annual return | -4.79% | 1319.68%-1324.5pp | 735.12%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $222 | $1,614-86.3% | $5,298-95.8% | $2,078-89.3% |
| Participant deferral / active EE | $2,003 | $2,068-3.2% | $5,081-60.6% | $3,356-40.3% |
| Admin fee / account holder | $94 | $102-7.1% | $13,411-99.3% | $115-18.1% |