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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,169 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC WEALTH MANAGEMENT/MARK CAPOMACC Service code 27 1375 W MAIN ST · DE PERE, WI 54115 | Advisory (Plan) | $22,083 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,508 | $72,554-8.3% | $138,135-51.9% | $73,488-9.5% |
| Participation rate | 76.9% | 74.8%+2.0pp | 78.7%-1.8pp | 70.7%+6.2pp |
| Annual return | 15.23% | 17.50%-2.3pp | 20.51%-5.3pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,221 | $3,511-65.2% | $5,587-78.1% | $2,270-46.2% |
| Participant deferral / active EE | $3,167 | $4,908-35.5% | $6,431-50.8% | $3,740-15.3% |
| Admin fee / account holder | $292 | $464-37.2% | $11,856-97.5% | $513-43.1% |