Filed July 10, 1998
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 |
|---|---|---|
TAYLOR SECURITIES4+ years Filed as: TAYLOR SECURITIES INC. Service code 27 · EIN 62-1254593 100 WINNERS CIRCLE · BRENWTOOD, TN 37027 | Advisory (Plan) | $48,119 |
NATIONWIDE1 year Service code 19 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $22,418 |
TAYLOR WEBSTER4+ years Service code 14 · EIN 62-1281073 100 WINNERS CIRCLE · BRENTWOOD, TN 37027 | Plan Administrator | $10,035 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 PO BOX 25549 · RICHMOND, VA 23260 | Accounting | $6,800 |
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 | $84,782 | $55,449+52.9% | $83,848+1.1% | $56,287+50.6% |
| Participation rate | 95.1% | 68.0%+27.1pp | 76.1%+19.0pp | 69.9%+25.3pp |
| Annual return | -5.80% | -1.38%-4.4pp | 850.88%-856.7pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,890 | $2,430-22.3% | $3,631-48.0% | $2,111-10.5% |
| Participant deferral / active EE | $5,427 | $2,935+84.9% | $4,082+33.0% | $3,350+62.0% |
| Admin fee / account holder | $144 | $656-78.1% | $5,478-97.4% | $521-72.4% |