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 BANK4+ years Service code 21 · EIN 62-1382556 | Bank Trustee | $30,326 |
ACUFF & ASSOCIATES, INC.4+ years Service code 49 · EIN 62-1477251 | Other Services | $8,032 |
MAULDIN & JENKINS2 years Filed as: MAULDIN & JENKINS, LLC Service code 10 · EIN 58-0692043 | Accounting | $6,500 |
ALSTON & BIRD LLP1 year Filed as: ALSTON & BIRD, LLP Service code 29 · EIN 58-0137615 | Legal | $5,550 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,093 | $79,523-57.1% | $140,016-75.7% | $56,287-39.4% |
| Participation rate | 99.5% | 85.7%+13.8pp | 87.5%+12.0pp | 69.9%+29.7pp |
| Annual return | 10.99% | 2.39%+8.6pp | 651.12%-640.1pp | -9.96%+20.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,606-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $143 | $614-76.7% | $10,705-98.7% | $521-72.5% |