Filed September 24, 2015
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 9-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 |
|---|---|---|
UNUM LIFE INS. CO. OF AMERICA3+ years Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 · EIN 01-0278678 1300 SOUTH CLINTON STREET · FORT WAYNE, IN 46802 | Recordkeeping | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $158,817-100.0% | $121,196-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 79.3%-79.3pp | 71.7%-71.7pp | 82.6%-82.6pp |
| Annual return | 8.05% | -0.64%+8.7pp | 16.93%-8.9pp | 519.73%-511.7pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,344-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |