Filed April 9, 2008 (most recent of 2 filings on file)
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: HADDOX REID EUBANK BETTS, PLLC Service code 10 · EIN 64-0414329 ONE JACKSON PLACE, SUITE 500 · JACKSON, MS 392252507 | Accounting | $19,500 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD Service code 38 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Participant Communication | $2,759 |
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 | $205,556 | $155,795+31.9% | $136,294+50.8% | $69,631+195.2% |
| Participation rate | 99.1% | 75.2%+23.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 16.88% | 232464.33%-232447.5pp | 5155.94%-5139.1pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $13,338 | $2,991+345.9% | $4,695+184.1% | $2,032+556.3% |
| Participant deferral / active EE | $7,762 | $5,394+43.9% | $6,247+24.2% | $3,224+140.8% |
| Admin fee / account holder | $31 | $128-76.1% | $9,243-99.7% | $110-72.2% |