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) | $370,950 |
Filed as: MERRILL COMMUNICATIONS, LLC Service code 14 · EIN 41-2007271 | Plan Administrator | $44,142 |
WUNDERLICH SECURITIES, INC.1 year Service code 26 · EIN 62-1518255 6000 POPLAR AVE. · MEMPHIS, TN 38119 | Advisory (Participants) | $33,789 |
WATKINS UIBERALL, PLLC3+ years Service code 10 · EIN 62-1804252 | Accounting | $20,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $13,637 |
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 | $40,113 | $26,810+49.6% | $76,523-47.6% | $73,367-45.3% |
| Participation rate | 37.8% | 34.6%+3.1pp | 68.0%-30.2pp | 69.5%-31.7pp |
| Annual return | -2.26% | 17.04%-19.3pp | -0.27%-2.0pp | 173.45%-175.7pp |
| Employer contribution / active EE | $670 | $503+33.3% | $2,647-74.7% | $2,499-73.2% |
| Participant deferral / active EE | $1,730 | $1,312+31.8% | $3,835-54.9% | $4,033-57.1% |
| Admin fee / account holder | -$6 | $71-108.7% | $4,848-100.1% | $68-109.0% |