Filed September 25, 2012 (most recent of 6 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 9-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 |
|---|---|---|
FIRST TENNESSEE BANK3+ years Filed as: FIRST TENNESSEE BANK TRUST DIVISION Service code 21 · EIN 62-0201385 4385 POPLAR AVENUE · MEMPHIS, TN 381173715 | Bank Trustee | $1,203,609 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL INVESTMENT MANAGE Service code 51 · EIN 20-8058531 71 SOUTH WACKER DRIVE SUITE 800 · CHICAGO, IL 60606 | Investment Mgmt Fees | $733,196 |
HEWITT ASSOCIATES LLC3+ years Service code 11 · EIN 36-2235791 PO BOX 95135 · CHICAGO, IL 60694 | Actuarial | $658,688 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY Service code 51 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $511,952 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 51 · EIN 48-1140940 101 S. HANLEY RD STE 1700 · ST LOUIS, MO 631053487 | Investment Mgmt Fees | $350,903 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Consulting | $280,000 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 51 · EIN 13-3575636 200 WEST STREET 37TH FLOOR · NEW YORK, NY 102822198 | Investment Mgmt Fees | $93,185 |
MAYER HOFFMAN MCCANN P.C.3+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 5100 POPLAR AVENUE 30TH FLOOR · MEMPHIS, TN 38137 | Accounting | $30,800 |
BAKER TILLY US, LLP2 years Filed as: BAKER, DONELSON, BEARMAN, CALDWELL Service code 29 · EIN 62-1047356 165 MADISON AVENUE · MEMPHIS, TN 38103 | Legal | $6,930 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.34% | 12.92%-1.6pp | 10.36%+1.0pp | 17.84%-6.5pp |
| Employer contribution / active EE | $185 | $14,070-98.7% | $37,738-99.5% | $14,688-98.7% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |