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 MANAGEMENT7+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $64,378 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,186 |
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.
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 | $37,956 | $46,292-18.0% | $143,757-73.6% | $64,808-41.4% |
| Participation rate | 64.7% | 64.2%+0.5pp | 80.3%-15.6pp | 71.5%-6.8pp |
| Annual return | -16.97% | -10.05%-6.9pp | -0.04%-16.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $270 | $1,910-85.8% | $4,951-94.5% | $2,506-89.2% |
| Participant deferral / active EE | $2,562 | $2,646-3.1% | $5,637-54.5% | $4,310-40.6% |
| Admin fee / account holder | $35 | $154-77.1% | $14,673-99.8% | $188-81.3% |