Filed November 9, 2005
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 MANAGEMENT1 year Filed as: RBC WEALTH MANAGEMENT/MARK CAPOMACC Service code 27 1375 W MAIN ST · DE PERE, WI 54115 | Advisory (Plan) | $26,631 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $23,872 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,512 | $67,703-10.6% | $127,761-52.6% | $65,185-7.2% |
| Participation rate | 79.9% | 74.5%+5.4pp | 79.0%+0.9pp | 70.2%+9.7pp |
| Annual return | 18.12% | 24.36%-6.2pp | 26.14%-8.0pp | 29.38%-11.3pp |
| Employer contribution / active EE | $1,039 | $3,724-72.1% | $4,574-77.3% | $2,177-52.2% |
| Participant deferral / active EE | $2,805 | $4,787-41.4% | $6,021-53.4% | $3,514-20.2% |
| Admin fee / account holder | $332 | $618-46.3% | $9,395-96.5% | $847-60.8% |