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 MANAGEMENT4+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $54,954 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,295 | $62,928-45.5% | $172,739-80.1% | $67,579-49.3% |
| Participation rate | 64.8% | 64.5%+0.4pp | 82.6%-17.8pp | 71.3%-6.4pp |
| Annual return | 21.93% | 30.36%-8.4pp | 802.84%-780.9pp | 378.56%-356.6pp |
| Employer contribution / active EE | $256 | $1,636-84.3% | $5,143-95.0% | $2,148-88.1% |
| Participant deferral / active EE | $2,342 | $2,145+9.2% | $5,198-54.9% | $3,539-33.8% |
| Admin fee / account holder | $1 | $167-99.2% | $13,954-100.0% | $142-99.1% |