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 HORIZON ADVISORS INC2 years Filed as: FIRST HORIZON BANK Service code 21 · EIN 62-0201385 | Bank Trustee | $115,649 |
BKD, LLP6+ years Service code 10 · EIN 20-1941244 | Accounting | $19,240 |
ACUFF & ASSOCIATES, INC.6+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $12,492 |
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 | $79,895 | $82,093-2.7% | $379,746-79.0% | $73,409+8.8% |
| Participation rate | 98.9% | 76.8%+22.1pp | 78.4%+20.5pp | 72.2%+26.7pp |
| Annual return | 11.82% | 18.89%-7.1pp | 34.90%-23.1pp | 59.29%-47.5pp |
| Employer contribution / active EE | $5,074 | $2,847+78.2% | $3,540+43.3% | $2,234+127.2% |
| Participant deferral / active EE | $0 | $4,697-100.0% | $6,024-100.0% | $3,805-100.0% |
| Admin fee / account holder | $162 | $128+27.3% | $7,927-98.0% | $158+2.9% |