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 HORIZON ADVISORS INC2 years Filed as: FIRST HORIZON BANK Service code 21 · EIN 62-0201385 | Bank Trustee | $30,371 |
ACUFF & ASSOCIATES, INC.6+ years Service code 49 · EIN 62-1477251 | Other Services | $6,931 |
MAULDIN & JENKINS4 years Filed as: MAULDIN & JENKINS, LLC Service code 10 · EIN 58-0692043 | Accounting | $6,700 |
Annual investment return 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 | $32,893 | $136,307-75.9% | $177,821-81.5% | $73,488-55.2% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.7%+11.3pp | 70.7%+28.3pp |
| Annual return | -8.93% | 18.68%-27.6pp | 48.32%-57.3pp | 28.51%-37.4pp |
| Employer contribution / active EE | $1,881 | $3,712-49.3% | $5,918-68.2% | $2,270-17.1% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $131 | $596-78.0% | $12,427-98.9% | $513-74.5% |