Filed May 15, 2013 (most recent of 2 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 |
|---|---|---|
Filed as: JIM LYDAY Service code 27 320 SEVEN SPRINGS WAY STE 250 · BRENTWOOD, TN 37027 | Advisory (Plan) | $41,800 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,739 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,583 | $37,117-39.2% | $147,614-84.7% | $55,191-59.1% |
| Participation rate | 98.2% | 63.6%+34.6pp | 84.6%+13.6pp | 69.2%+29.0pp |
| Annual return | -1.48% | 3.44%-4.9pp | 61.98%-63.5pp | 10.78%-12.3pp |
| Employer contribution / active EE | $1,827 | $1,620+12.7% | $5,564-67.2% | $1,899-3.8% |
| Participant deferral / active EE | $2,919 | $1,985+47.0% | $4,895-40.4% | $3,046-4.2% |
| Admin fee / account holder | $75 | $86-12.8% | $11,611-99.4% | $91-17.8% |