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 MANAGEMENT9+ years Service code 28 · EIN 41-1416330 | Investment Management | $79,311 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $13,876 |
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 | $59,537 | $50,127+18.8% | $149,673-60.2% | $80,160-25.7% |
| Participation rate | 40.4% | 64.3%-23.8pp | 78.8%-38.3pp | 72.9%-32.5pp |
| Annual return | 16.44% | 29.82%-13.4pp | 134.42%-118.0pp | 40.38%-23.9pp |
| Employer contribution / active EE | $518 | $1,865-72.2% | $4,818-89.2% | $2,978-82.6% |
| Participant deferral / active EE | $2,234 | $3,194-30.0% | $5,680-60.7% | $5,017-55.5% |
| Admin fee / account holder | $74 | $153-51.4% | $13,210-99.4% | $145-48.8% |