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 MANAGEMENT8+ years Service code 28 · EIN 41-1416330 | Investment Management | $74,253 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $23,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,086 | $45,000+15.7% | $143,757-63.8% | $77,904-33.1% |
| Participation rate | 40.3% | 66.8%-26.5pp | 80.3%-40.0pp | 73.7%-33.4pp |
| Annual return | -14.75% | 29.03%-43.8pp | -0.04%-14.7pp | 12.21%-27.0pp |
| Employer contribution / active EE | $479 | $1,870-74.4% | $4,951-90.3% | $2,848-83.2% |
| Participant deferral / active EE | $2,197 | $3,157-30.4% | $5,637-61.0% | $4,806-54.3% |
| Admin fee / account holder | $80 | $98-19.1% | $14,673-99.5% | $133-39.9% |