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 CORPORATION4+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $264,024 |
HANYS BENEFIT SERVICES3 years Service code 13 · EIN 14-1764768 | Contract Administrator | $87,355 |
FUST CHARLES CHAMBERS LLP4+ years Service code 13 · EIN 16-1226221 | Contract Administrator | $4,770 |
UNUM LIFE INS. CO. OF AMERICA4+ years 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 | $86,518 | $45,382+90.6% | $154,107-43.9% | $75,289+14.9% |
| Participation rate | 38.7% | 65.9%-27.2pp | 83.0%-44.3pp | 72.4%-33.7pp |
| Annual return | -0.75% | -0.47%-0.3pp | 735.12%-735.9pp | -0.04%-0.7pp |
| Employer contribution / active EE | $1,150 | $1,533-25.0% | $5,298-78.3% | $2,405-52.2% |
| Participant deferral / active EE | $1,385 | $2,384-41.9% | $5,081-72.7% | $3,739-63.0% |
| Admin fee / account holder | $208 | $89+132.8% | $13,411-98.4% | $102+103.3% |