Filed November 9, 2005
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 |
|---|---|---|
Filed as: RELIANT INVESTMENT MANAGEMENT Service code 26 · EIN 62-1842540 1715 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Advisory (Participants) | $379,366 |
Filed as: MERRILL COMMUNICATIONS, LLC Service code 14 · EIN 41-2007271 | Plan Administrator | $45,972 |
WATKINS UIBERALL, PLLC2+ years Service code 10 · EIN 62-1804252 | Accounting | $20,600 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $14,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,559 | $35,598+22.4% | $81,478-46.5% | $177,276-75.4% |
| Participation rate | 40.0% | 43.3%-3.3pp | 68.0%-27.9pp | 74.8%-34.8pp |
| Annual return | 30.28% | 22.81%+7.5pp | 38.78%-8.5pp | 21.25%+9.0pp |
| Employer contribution / active EE | $686 | $903-24.1% | $2,568-73.3% | $2,479-72.3% |
| Participant deferral / active EE | $1,791 | $1,276+40.4% | $3,537-49.4% | $3,881-53.8% |
| Admin fee / account holder | -$12 | $82-114.4% | $4,561-100.3% | $154-107.6% |