Filed September 9, 1997
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 |
|---|---|---|
FIRST TENNESSEE BANK1+ years Service code 21 · EIN 62-1382556 | Bank Trustee | $17,204 |
ACUFF & ASSOCIATES, INC.1+ years Service code 49 · EIN 62-1477251 | Other Services | $9,304 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $17,304 | $70,667-75.5% | $123,104-85.9% | $52,331-66.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 12.23% | 6.23%+6.0pp | 13.22%-1.0pp | 4.54%+7.7pp |
| Employer contribution / active EE | $1,017 | $2,946-65.5% | $5,151-80.3% | $1,882-46.0% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $67 | $506-86.8% | $9,015-99.3% | $592-88.7% |