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 MANAGEMENT5+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $59,752 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,381 |
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 | $42,862 | $52,293-18.0% | $178,490-76.0% | $73,409-41.6% |
| Participation rate | 66.9% | 65.3%+1.5pp | 81.9%-15.0pp | 72.2%-5.3pp |
| Annual return | 17.21% | 34.75%-17.5pp | 151.07%-133.9pp | 59.29%-42.1pp |
| Employer contribution / active EE | $265 | $1,735-84.7% | $5,011-94.7% | $2,234-88.1% |
| Participant deferral / active EE | $2,557 | $2,332+9.6% | $5,202-50.8% | $3,805-32.8% |
| Admin fee / account holder | $3 | $127-97.3% | $13,984-100.0% | $158-97.8% |