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 MANAGEMENT6+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $68,435 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,644 |
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 | $46,227 | $56,485-18.2% | $185,823-75.1% | $86,799-46.7% |
| Participation rate | 69.9% | 65.5%+4.4pp | 81.7%-11.8pp | 72.3%-2.4pp |
| Annual return | 14.55% | 118.04%-103.5pp | 122.05%-107.5pp | 97.91%-83.4pp |
| Employer contribution / active EE | $259 | $1,843-86.0% | $5,167-95.0% | $2,405-89.2% |
| Participant deferral / active EE | $2,507 | $2,553-1.8% | $5,568-55.0% | $4,131-39.3% |
| Admin fee / account holder | $18 | $150-88.0% | $16,237-99.9% | $170-89.4% |