Filed October 24, 1994
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 with Solo.
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See the 9-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
HERNDON CAPITAL MANAGEMENT1+ years Filed as: HERNDON CAP MANAGEMENT Service code 21 | Bank Trustee | $176,403 |
WASATCH ADVISORS1+ years Service code 21 | Bank Trustee | $85,225 |
REGIONS BANK1+ years Filed as: REGIONS TRUST Service code 12 | Claims processing | $74,821 |
CORNERSTONE ADVISORS ASSET MGMT1+ years Filed as: CORNERSTONE Service code 21 | Bank Trustee | $58,644 |
GERBER LLC1+ years Filed as: GERBER TAYLOR ASSOCIATES Service code 27 | Advisory (Plan) | $50,000 |
NCM CAPITAL MANAGEMENT GROUP1+ years Service code 21 | Bank Trustee | $46,932 |
MATA1+ years Service code 14 | Plan Administrator | $46,154 |
THE SEGAL COMPANY1+ years Filed as: SEGAL MID-SOUTH Service code 11 | Actuarial | $35,742 |
BANKS, FINLEY, WHITE & CO.1+ years Service code 10 | Accounting | $20,500 |
EVANS PETREE1+ years Filed as: EVANS PETREE PC Service code 22 | Insurance Broker | $17,810 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | -5.74% | -1.11%-4.6pp | -1.10%-4.6pp | -0.60%-5.1pp |
| Employer contribution / active EE | $9,161 | $11,820-22.5% | $27,248-66.4% | $12,272-25.3% |
| Participant deferral / active EE | $3,315 | $1,534+116.1% | $105+3071.3% | $416+697.6% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |