Filed November 14, 2013 (most recent of 5 filings on file)
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 28 · EIN 41-1416330 | Investment Management | $60,670 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $4,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,249 | $47,456-38.4% | $172,739-83.1% | $77,787-62.4% |
| Participation rate | 61.3% | 66.3%-5.0pp | 82.6%-21.3pp | 73.2%-11.9pp |
| Annual return | 17.20% | 35.57%-18.4pp | 802.84%-785.6pp | 32.57%-15.4pp |
| Employer contribution / active EE | $416 | $1,574-73.6% | $5,143-91.9% | $2,504-83.4% |
| Participant deferral / active EE | $1,312 | $2,560-48.7% | $5,198-74.7% | $3,967-66.9% |
| Admin fee / account holder | $34 | $81-57.7% | $13,954-99.8% | $100-65.8% |