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 COMPANY3+ years Filed as: SEGAL MID-SOUTH Service code 11 | Actuarial | $138,021 |
Filed as: MID-SOUTH TRANSPORTATION MANAGEMENT Service code 14 | Plan Administrator | $100,000 |
WASATCH ADVISORS3+ years Service code 21 | Bank Trustee | $88,849 |
REGIONS BANK1 year Service code 12 | Claims processing | $86,392 |
HERNDON CAPITAL MANAGEMENT3+ years Filed as: HERNDON CAP MANAGEMENT Service code 21 | Bank Trustee | $68,976 |
GERBER LLC3+ years Filed as: GERBER TAYLOR ASSOCIATES Service code 27 | Advisory (Plan) | $50,000 |
NCM CAPITAL MANAGEMENT GROUP3+ years Service code 21 | Bank Trustee | $46,228 |
EVANS PETREE3+ years Filed as: EVANS PETREE PC Service code 22 | Insurance Broker | $38,648 |
Filed as: BANKS, FINLEY, WHITE & CO Service code 10 | Accounting | $22,500 |
Filed as: FOUTS & MORGAN CPA Service code 10 | Accounting | $8,260 |
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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 13.03% | 11.16%+1.9pp | 14.20%-1.2pp | 23.90%-10.9pp |
| Employer contribution / active EE | $13,884 | $17,064-18.6% | $27,968-50.4% | $16,539-16.1% |
| Participant deferral / active EE | $2,851 | $1,954+45.9% | $576+394.7% | $350+713.6% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |