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 MANAGEMENT4 years Filed as: RBC WEALTH MANAGEMENT/MARK CAPOMACC Service code 27 1375 W MAIN ST · DE PERE, WY 54115 | Advisory (Plan) | $33,399 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,710 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,758 | $64,871+7.5% | $129,110-46.0% | $66,914+4.3% |
| Participation rate | 58.7% | 74.0%-15.2pp | 77.3%-18.5pp | 69.8%-11.1pp |
| Annual return | -13.49% | -12.21%-1.3pp | -10.94%-2.5pp | 1.58%-15.1pp |
| Employer contribution / active EE | $997 | $3,741-73.3% | $5,052-80.3% | $2,544-60.8% |
| Participant deferral / active EE | $3,009 | $5,090-40.9% | $6,542-54.0% | $4,237-29.0% |
| Admin fee / account holder | $411 | $629-34.6% | $14,302-97.1% | $593-30.7% |