Filed May 5, 2005 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Direct pay... | $110,622 |
MERRIL LYNCH2 years Service code 16 · EIN 13-5674085 | Consulting | $65,735 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $121 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,460 | $45,382+31.0% | $154,107-61.4% | $75,289-21.0% |
| Participation rate | 50.5% | 65.9%-15.4pp | 83.0%-32.6pp | 72.4%-22.0pp |
| Annual return | -2.81% | -0.47%-2.3pp | 735.12%-737.9pp | -0.04%-2.8pp |
| Employer contribution / active EE | $996 | $1,533-35.0% | $5,298-81.2% | $2,405-58.6% |
| Participant deferral / active EE | $2,343 | $2,384-1.7% | $5,081-53.9% | $3,739-37.3% |
| Admin fee / account holder | $223 | $89+149.7% | $13,411-98.3% | $102+118.0% |