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 INC4 years Filed as: FIRST HORIZON BANK Service code 21 · EIN 62-0201385 | Bank Trustee | $145,559 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 20-1941244 | Accounting | $15,225 |
ACUFF & ASSOCIATES, INC.8+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $12,345 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,028 | $74,188+28.1% | $115,756-17.9% | $64,808+46.6% |
| Participation rate | 99.6% | 76.2%+23.4pp | 77.1%+22.5pp | 71.5%+28.1pp |
| Annual return | 4.40% | -11.81%+16.2pp | 143.14%-138.7pp | 32.82%-28.4pp |
| Employer contribution / active EE | $5,454 | $3,365+62.1% | $3,793+43.8% | $2,506+117.7% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $6,254-100.0% | $4,310-100.0% |
| Admin fee / account holder | $187 | $148+26.0% | $8,124-97.7% | $188-0.4% |