Filed March 31, 2000
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 6-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 |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 27 · EIN 36-2723087 | Advisory (Plan) | $1,008,032 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $198,307 |
FIRST TENNESSEE BANK1+ years Service code 10 · EIN 62-0201385 | Accounting | $109,004 |
ROBERT HALF1+ years Filed as: OFFICE TEAM - ROBERT HALF Service code 49 · EIN 94-1648752 | Other Services | $36,757 |
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.
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 | $0 | $14,096,330-100.0% | $192,069-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | -2.23% | 1.67%-3.9pp | -0.79%-1.4pp | 1.67%-3.9pp |
| Employer contribution / active EE | $10,874 | $10,506+3.5% | $28,419-61.7% | $10,506+3.5% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $37-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $6,324-100.0% | $66,276-100.0% |