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 MANAGEMENT3 years Filed as: RBC WEALTH MANAGEMENT/MARK CAPOMACC Service code 27 1375 W MAIN ST · DE PERE, WI 54115 | Advisory (Plan) | $34,261 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,243 | $82,274-11.0% | $152,466-52.0% | $79,386-7.7% |
| Participation rate | 66.3% | 76.4%-10.1pp | 78.2%-11.9pp | 70.7%-4.4pp |
| Annual return | 12.78% | 7959.84%-7947.1pp | 757.33%-744.5pp | 116.85%-104.1pp |
| Employer contribution / active EE | $1,030 | $3,613-71.5% | $4,327-76.2% | $2,427-57.6% |
| Participant deferral / active EE | $3,189 | $4,969-35.8% | $5,820-45.2% | $4,046-21.2% |
| Admin fee / account holder | $385 | $632-39.1% | $15,805-97.6% | $626-38.6% |