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 BANK3+ years Service code 21 · EIN 62-1382556 | Bank Trustee | $23,662 |
ACUFF & ASSOCIATES, INC.3+ years Service code 49 · EIN 62-1477251 | Other Services | $7,713 |
MAULDIN & JENKINS1 year Filed as: MAULDIN & JENKINS, LLC Service code 10 · EIN 58-0692043 | Accounting | $5,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,410 | $89,739-73.9% | $149,718-84.4% | $62,292-62.4% |
| Participation rate | 99.5% | 85.1%+14.4pp | 87.1%+12.5pp | 69.5%+30.0pp |
| Annual return | 24.39% | 21.01%+3.4pp | 1501.63%-1477.2pp | 28.90%-4.5pp |
| Employer contribution / active EE | $1,046 | $3,233-67.6% | $5,445-80.8% | $2,042-48.8% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $74 | $551-86.6% | $11,283-99.3% | $479-84.6% |