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 MANAGEMENT7 years Filed as: RBC WEALTH MANAGEMENT/MARK CAPOMACC Service code 27 1375 W MAIN ST · DE PERE, WY 54115 | Advisory (Plan) | $49,536 |
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $37,112 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,299 | $69,454+58.8% | $180,183-38.8% | $74,304+48.4% |
| Participation rate | 61.8% | 61.8%0pp | 77.4%-15.6pp | 60.3%+1.5pp |
| Annual return | 16.29% | 25.86%-9.6pp | 27.86%-11.6pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,218 | $3,155-61.4% | $5,039-75.8% | $2,241-45.7% |
| Participant deferral / active EE | $3,652 | $4,662-21.7% | $6,822-46.5% | $3,767-3.1% |
| Admin fee / account holder | $545 | $3,036-82.1% | $19,975-97.3% | $2,969-81.6% |