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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $145,489 |
RBC WEALTH MANAGEMENT10+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $62,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,303 | $50,982+28.1% | $154,803-57.8% | $85,563-23.7% |
| Participation rate | 57.5% | 59.8%-2.3pp | 78.1%-20.6pp | 66.0%-8.5pp |
| Annual return | 14.27% | 30.35%-16.1pp | 58.88%-44.6pp | 31.51%-17.2pp |
| Employer contribution / active EE | $304 | $1,708-82.2% | $4,305-92.9% | $2,654-88.5% |
| Participant deferral / active EE | $3,095 | $2,474+25.1% | $5,540-44.1% | $4,375-29.3% |
| Admin fee / account holder | $304 | $846-64.1% | $14,329-97.9% | $834-63.6% |