Filed December 3, 1992
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: BARNES-PETTEY FINANCIAL ADVISORS Service code 15 · EIN 20-8167191 6060 POPLAR AVE., STE 415 · MEMPHIS, TN 38119 | Recordkeeping | $0 |
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 | $36,501 | $50,637-27.9% | $86,590-57.8% | $62,292-41.4% |
| Participation rate | 75.4% | 67.9%+7.5pp | 73.5%+1.8pp | 69.5%+5.9pp |
| Annual return | 26.07% | 20.80%+5.3pp | 964.84%-938.8pp | 28.90%-2.8pp |
| Employer contribution / active EE | $1,075 | $2,075-48.2% | $2,839-62.1% | $2,042-47.3% |
| Participant deferral / active EE | $1,422 | $2,611-45.5% | $3,609-60.6% | $3,169-55.1% |
| Admin fee / account holder | $6 | $413-98.6% | $4,906-99.9% | $479-98.8% |