Filed December 19, 2016 (most recent of 4 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 |
|---|---|---|
FIRST TENNESSEE BANK4+ years Filed as: FIRST TENNESSEE BANK NATL. ASSN. Service code 21 · EIN 62-0201385 | Bank Trustee | $93,910 |
BKD, LLP4+ years Service code 10 · EIN 20-1941244 | Accounting | $12,168 |
ACUFF & ASSOCIATES, INC.4+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $10,654 |
Form 5500 reported that benefits due were not provided when due.
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 | $69,118 | $64,286+7.5% | $106,387-35.0% | $55,725+24.0% |
| Participation rate | 98.3% | 75.2%+23.1pp | 77.5%+20.9pp | 70.9%+27.5pp |
| Annual return | 12.58% | 0.84%+11.7pp | 0.25%+12.3pp | 244.93%-232.4pp |
| Employer contribution / active EE | $4,478 | $2,367+89.2% | $3,520+27.2% | $2,078+115.5% |
| Participant deferral / active EE | $0 | $4,158-100.0% | $5,421-100.0% | $3,356-100.0% |
| Admin fee / account holder | $136 | $102+32.8% | $7,510-98.2% | $115+18.0% |