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 BANK2+ years Service code 21 · EIN 62-1382556 | Bank Trustee | $20,310 |
ACUFF & ASSOCIATES, INC.2+ years Service code 49 · EIN 62-1477251 | Other Services | $5,775 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,698 | $74,089-73.4% | $133,980-85.3% | $55,167-64.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 16.47% | 12.11%+4.4pp | 29.30%-12.8pp | 169.23%-152.8pp |
| Employer contribution / active EE | $1,108 | $3,064-63.8% | $5,211-78.7% | $1,963-43.5% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $65 | $458-85.8% | $9,324-99.3% | $504-87.1% |