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 | $101,012 |
FIRST HORIZON ADVISORS INC3 years Filed as: FIRST HORIZON ADVISORS, INC. Service code 27 · EIN 62-1254528 | Advisory (Plan) | $62,105 |
Filed as: ELLIS WARD CONSULTING GROUP Service code 13 · EIN 62-1417683 | Contract Administrator | $16,948 |
Filed as: BANKS FINLEY WHITE Service code 10 · EIN 62-1145254 | Accounting | $8,199 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,771 | $49,693-42.1% | $70,515-59.2% | $74,419-61.3% |
| Participation rate | 97.3% | 64.7%+32.6pp | 68.3%+28.9pp | 70.7%+26.5pp |
| Annual return | 12.84% | 21.22%-8.4pp | 32.77%-19.9pp | 34.38%-21.5pp |
| Employer contribution / active EE | $3,861 | $1,773+117.7% | $2,973+29.9% | $2,637+46.4% |
| Participant deferral / active EE | $4,363 | $3,376+29.2% | $4,567-4.5% | $4,528-3.6% |
| Admin fee / account holder | $329 | $316+4.3% | $6,412-94.9% | $348-5.3% |