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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $154,897 |
RBC WEALTH MANAGEMENT10+ years Service code 28 · EIN 41-1416330 | Investment Management | $72,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,368 | $53,136+24.9% | $155,509-57.3% | $199,593-66.7% |
| Participation rate | 39.8% | 64.1%-24.2pp | 78.2%-38.3pp | 72.0%-32.1pp |
| Annual return | 13.64% | 41.15%-27.5pp | 64.67%-51.0pp | 34.25%-20.6pp |
| Employer contribution / active EE | $515 | $1,851-72.2% | $4,672-89.0% | $3,034-83.0% |
| Participant deferral / active EE | $2,356 | $3,161-25.5% | $5,626-58.1% | $5,087-53.7% |
| Admin fee / account holder | $178 | $185-4.2% | $15,912-98.9% | $269-33.9% |