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. $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 9-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 |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: SEGAL MID-SOUTH Service code 11 | Actuarial | $175,924 |
WASATCH ADVISORS2+ years Service code 21 | Bank Trustee | $82,515 |
REGIONS BANK2+ years Filed as: REGIONS TRUST Service code 12 | Claims processing | $70,900 |
GERBER LLC2+ years Filed as: GERBER TAYLOR ASSOCIATES Service code 27 | Advisory (Plan) | $50,000 |
MATA2+ years Service code 14 | Plan Administrator | $50,000 |
HERNDON CAPITAL MANAGEMENT2+ years Filed as: HERNDON CAP MANAGEMENT Service code 21 | Bank Trustee | $48,577 |
MCM CPAS & ADVISORS LLP1 year Filed as: MCM CAPITAL MANAGEMENT GROUP Service code 21 | Bank Trustee | $46,498 |
EVANS PETREE2+ years Filed as: EVANS PETREE PC Service code 22 | Insurance Broker | $23,630 |
BANKS, FINLEY, WHITE & CO.2+ years Service code 10 | Accounting | $20,500 |
CORNERSTONE ADVISORS ASSET MGMT2+ years Filed as: CORNERSTONE Service code 21 | Bank Trustee | $8,036 |
See 1 actuary disclosure. $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.
Participant contribution per participant 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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 8.26% | 4.38%+3.9pp | 4.72%+3.5pp | 7.18%+1.1pp |
| Employer contribution / active EE | $9,853 | $13,406-26.5% | $30,821-68.0% | $13,095-24.8% |
| Participant deferral / active EE | $2,802 | $1,941+44.3% | $113+2377.5% | $385+628.5% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |