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 |
MORNINGSTAR1 year Service code 27 4 WORLD TRADE CENTER FLOOR 48 · NEW YORK, NY 10007 | Advisory (Plan) | $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 | $54,653 | $51,620+5.9% | $90,281-39.5% | $65,185-16.2% |
| Participation rate | 75.0% | 68.6%+6.4pp | 73.3%+1.7pp | 70.2%+4.8pp |
| Annual return | 21.59% | 24.94%-3.3pp | 78.10%-56.5pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,206 | $2,235-46.0% | $2,854-57.7% | $2,177-44.6% |
| Participant deferral / active EE | $1,799 | $2,871-37.3% | $3,885-53.7% | $3,514-48.8% |
| Admin fee / account holder | $28 | $384-92.6% | $5,351-99.5% | $847-96.7% |