Filed March 13, 1996
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 |
|---|---|---|
SECURITIES AMERICA INC2+ years Filed as: SECURITIES SERVICE NETWORK Service code 55 9729 COGDILL RD STE 301 · KNOXVILLE, TN 37932 | Other Commissions | $94,156 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,244 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $181,586 | $58,726+209.2% | $92,233+96.9% | $62,292+191.5% |
| Participation rate | 92.9% | 68.3%+24.5pp | 76.5%+16.4pp | 69.5%+23.4pp |
| Annual return | 13.98% | 43.62%-29.6pp | 176.28%-162.3pp | 28.90%-14.9pp |
| Employer contribution / active EE | $2,856 | $2,392+19.4% | $3,679-22.4% | $2,042+39.9% |
| Participant deferral / active EE | $4,547 | $2,766+64.4% | $3,897+16.7% | $3,169+43.5% |
| Admin fee / account holder | -$140 | $556-125.1% | $5,194-102.7% | $479-129.1% |