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 MANAGEMENT7+ years Service code 28 · EIN 41-1416330 | Investment Management | $72,661 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $32,318 |
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.
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 | $38,354 | $67,512-43.2% | $185,823-79.4% | $93,030-58.8% |
| Participation rate | 43.6% | 67.1%-23.6pp | 81.7%-38.1pp | 73.9%-30.3pp |
| Annual return | 12.57% | 21.04%-8.5pp | 122.05%-109.5pp | 158.70%-146.1pp |
| Employer contribution / active EE | $471 | $1,783-73.6% | $5,167-90.9% | $2,706-82.6% |
| Participant deferral / active EE | $1,896 | $3,035-37.6% | $5,568-66.0% | $4,562-58.5% |
| Admin fee / account holder | $53 | $318-83.4% | $16,237-99.7% | $152-65.2% |