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 MANAGEMENT6+ years Service code 28 · EIN 41-1416330 | Investment Management | $57,892 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $9,023 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,280 | $56,095-17.5% | $178,490-74.1% | $90,288-48.7% |
| Participation rate | 43.1% | 65.6%-22.5pp | 81.9%-38.8pp | 73.4%-30.3pp |
| Annual return | 12.45% | 28.81%-16.4pp | 151.07%-138.6pp | 53.97%-41.5pp |
| Employer contribution / active EE | $396 | $1,572-74.8% | $5,011-92.1% | $2,524-84.3% |
| Participant deferral / active EE | $1,513 | $2,669-43.3% | $5,202-70.9% | $4,232-64.3% |
| Admin fee / account holder | $49 | $101-51.4% | $13,984-99.7% | $114-57.1% |