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 |
|---|---|---|
Filed as: FIRST HORIZON BANK Service code 21 · EIN 62-0201385 | Bank Trustee | $106,446 |
ACUFF & ASSOCIATES, INC.5+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $12,113 |
BKD, LLP5+ years Service code 10 · EIN 20-1941244 | Accounting | $6,240 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,264 | $75,419-2.9% | $392,568-81.3% | $67,579+8.4% |
| Participation rate | 99.0% | 74.8%+24.2pp | 78.1%+20.9pp | 71.3%+27.7pp |
| Annual return | 8.10% | 36.70%-28.6pp | 24.42%-16.3pp | 378.56%-370.5pp |
| Employer contribution / active EE | $4,539 | $2,636+72.2% | $3,783+20.0% | $2,148+111.3% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $5,985-100.0% | $3,539-100.0% |
| Admin fee / account holder | $142 | $114+24.5% | $6,260-97.7% | $142-0.4% |