Filed December 22, 2005 (most recent of 4 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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $162,510 |
HANYS BENEFIT SERVICES1 year Service code 13 · EIN 14-1764768 | Contract Administrator | $18,678 |
BOND BROTHERS1 year Filed as: BOND SCHOENECK KING Service code 13 ONE LINCOLN CENTER · SYRACUSE, NY 132021355 | Contract Administrator | $6,000 |
FUST CHARLES CHAMBERS LLP2+ years Service code 13 · EIN 16-1226221 | Contract Administrator | $1,554 |
UNUM LIFE INS. CO. OF AMERICA2+ years Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,798 | $37,213+98.3% | $156,549-52.9% | $63,975+15.4% |
| Participation rate | 88.9% | 65.0%+24.0pp | 84.0%+4.9pp | 71.1%+17.8pp |
| Annual return | 5.78% | 47.89%-42.1pp | 32.23%-26.4pp | 48.65%-42.9pp |
| Employer contribution / active EE | $2,340 | $1,357+72.4% | $5,501-57.5% | $2,182+7.2% |
| Participant deferral / active EE | $2,664 | $2,070+28.7% | $4,871-45.3% | $3,356-20.6% |
| Admin fee / account holder | $108 | $56+91.3% | $13,027-99.2% | $70+53.0% |