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 MANAGEMENT8+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $63,855 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,258 |
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 | $44,353 | $47,126-5.9% | $149,673-70.4% | $74,419-40.4% |
| Participation rate | 61.2% | 63.4%-2.2pp | 78.8%-17.6pp | 70.7%-9.5pp |
| Annual return | 17.60% | 22.75%-5.2pp | 134.42%-116.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $241 | $1,905-87.3% | $4,818-95.0% | $2,637-90.8% |
| Participant deferral / active EE | $2,599 | $2,728-4.7% | $5,680-54.2% | $4,528-42.6% |
| Admin fee / account holder | $118 | $343-65.6% | $13,210-99.1% | $348-66.1% |