Filed April 21, 1995 (most recent of 2 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 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 |
|---|---|---|
GAVION, LLC4+ years Service code 27 · EIN 46-2642087 | Advisory (Plan) | $64,982 |
STANDARD RETIREMENT SERVICES4+ years Filed as: STANDARD RETIREMENT SERVICES, INC. Service code 11 · EIN 25-1838406 | Actuarial | $51,250 |
REGIONS BANK4+ years Filed as: REGIONS INSTITUTIONAL TRUST Service code 15 · EIN 63-0371391 | Recordkeeping | $46,486 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 22-3361201 | Investment Management | $37,199 |
BKD, LLP4+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $22,800 |
NFC INVESTMENTS LLC4+ years Service code 27 · EIN 20-1232617 | Advisory (Plan) | $12,064 |
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.
Annual investment return 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 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 | $0 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -7.97% | -3.49%-4.5pp | 4.36%-12.3pp | 0.19%-8.2pp |
| Employer contribution / active EE | $8,865 | $17,891-50.4% | $27,383-67.6% | $13,763-35.6% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |