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 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,552 |
FIRST HORIZON ADVISORS INC2 years Filed as: FIRST HORIZON ADVISORS, INC. Service code 27 · EIN 62-1254528 | Advisory (Plan) | $52,315 |
ELLIS BENEFITS GROUP, INC.2 years Filed as: ELLIS & WARD CONSULTING Service code 13 · EIN 62-1417683 | Contract Administrator | $12,634 |
BANKS, FINLEY, WHITE & CO.2 years Filed as: BANKS, FINLEY, WHITE & C Service code 10 · EIN 62-1145254 | Accounting | $8,200 |
BOYLE INSURANCE AGENCY6 years Service code 13 · EIN 20-1708784 | Contract Administrator | $5,949 |
ELLIS BENEFITS GROUP, INC.4 years Filed as: ELLIS BENEFITS GROUP, INC Service code 13 | Contract Administrator | $5,169 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,835 | $44,764-49.0% | $68,791-66.8% | $64,808-64.8% |
| Participation rate | 98.3% | 64.8%+33.5pp | 69.0%+29.3pp | 71.5%+26.8pp |
| Annual return | -16.67% | -10.91%-5.8pp | -6.38%-10.3pp | 32.82%-49.5pp |
| Employer contribution / active EE | $3,331 | $1,775+87.6% | $2,655+25.5% | $2,506+32.9% |
| Participant deferral / active EE | $4,114 | $3,238+27.1% | $3,941+4.4% | $4,310-4.5% |
| Admin fee / account holder | $276 | $151+82.7% | $4,932-94.4% | $188+47.2% |