Filed January 13, 2016
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 MANAGEMENT2+ years Filed as: RBC CAPITAL MARKETS LLC Service code 53 · EIN 41-1416330 | Insurance Commissions | $21,540 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,044 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $57 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $31,550 | $80,177-60.6% | $123,892-74.5% | $57,658-45.3% |
| Participation rate | 88.5% | 74.4%+14.0pp | 81.4%+7.0pp | 70.2%+18.2pp |
| Annual return | 8.41% | 17.90%-9.5pp | 47.52%-39.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $2,452 | $2,913-15.8% | $4,617-46.9% | $1,974+24.2% |
| Participant deferral / active EE | $2,194 | $5,130-57.2% | $5,984-63.3% | $3,061-28.3% |
| Admin fee / account holder | $14 | $106-86.9% | $8,357-99.8% | $95-85.3% |