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 AMERICA7+ years Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 · EIN 01-0278678 1300 SOUTH CLINTON STREET · FORT WYNE, IN 46802 | Recordkeeping | $0 |
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 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,190 | $152,509-90.0% | $117,472-87.1% | $134,475-88.7% |
| Participation rate | 6.7% | 77.1%-70.4pp | 70.6%-63.9pp | 81.2%-74.6pp |
| Annual return | -3.44% | 52.99%-56.4pp | 29.74%-33.2pp | 417.96%-421.4pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,260 | $7,004-53.5% | $5,645-42.2% | $11,426-71.5% |