Filed January 13, 2006 (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 3-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 |
|---|---|---|
ACUMNEN WEALTH ADVISORS2+ years Service code 99 | Other Fees | $22,978 |
ACUFF & ASSOCIATES, INC.2+ years Filed as: ACUFF & ASSOCAITES Service code 49 | Other Services | $4,553 |
ACUFF & ASSOCIATES, INC.2+ years Filed as: ACUFF & ASSOCIATES Service code 49 320 SEVEN SPRINGS WAY STE 115 · BRENTWOOD, TN 37027 | Other Services | $0 |
ACUMEN WEALTH ADVISORS2+ years Service code 99 · EIN 45-3959629 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,099 | $130,194-48.5% | $169,993-60.5% | $71,457-6.1% |
| Participation rate | 75.8% | 86.1%-10.3pp | 87.0%-11.2pp | 67.9%+7.9pp |
| Annual return | 16.14% | 20.37%-4.2pp | 53.37%-37.2pp | 28.85%-12.7pp |
| Employer contribution / active EE | $2,892 | $4,381-34.0% | $6,785-57.4% | $2,588+11.8% |
| Participant deferral / active EE | $4,146 | $6,923-40.1% | $10,408-60.2% | $4,289-3.3% |
| Admin fee / account holder | $153 | $966-84.1% | $12,815-98.8% | $1,587-90.3% |