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 CORPORATION6+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $226,068 |
HANYS BENEFIT SERVICES5 years Service code 13 · EIN 14-1764768 | Contract Administrator | $82,787 |
Filed as: FUST CHARLES CHAMBERS Service code 13 5784 WIDEWATERS PARKWAY · SYRACUSE, NY 13214 | Contract Administrator | $8,700 |
UNUM LIFE INS. CO. OF AMERICA6+ 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 | $110,179 | $56,095+96.4% | $178,490-38.3% | $90,288+22.0% |
| Participation rate | 39.1% | 65.6%-26.5pp | 81.9%-42.9pp | 73.4%-34.3pp |
| Annual return | 15.22% | 28.81%-13.6pp | 151.07%-135.9pp | 53.97%-38.8pp |
| Employer contribution / active EE | $814 | $1,572-48.3% | $5,011-83.8% | $2,524-67.8% |
| Participant deferral / active EE | $1,538 | $2,669-42.4% | $5,202-70.4% | $4,232-63.7% |
| Admin fee / account holder | $186 | $101+85.1% | $13,984-98.7% | $114+63.4% |