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 99 · EIN 20-8167191 6060 POPLAR AVE., STE 415 · MEMPHIS, TN 38119 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,578 | $44,873-22.9% | $79,464-56.5% | $56,287-38.6% |
| Participation rate | 81.1% | 68.7%+12.4pp | 73.3%+7.8pp | 69.9%+11.3pp |
| Annual return | -7.56% | 0.81%-8.4pp | 718.14%-725.7pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,260 | $2,140-41.1% | $2,800-55.0% | $2,111-40.3% |
| Participant deferral / active EE | $1,606 | $2,746-41.5% | $3,704-56.6% | $3,350-52.0% |
| Admin fee / account holder | $15 | $418-96.4% | $5,113-99.7% | $521-97.1% |