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 INC6 years Filed as: FIRST HORIZON BANK Service code 21 · EIN 62-0201385 | Bank Trustee | $143,371 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 20-1941244 | Accounting | $17,850 |
ACUFF & ASSOCIATES, INC.10+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $15,922 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,682 | $89,588-8.8% | $136,007-39.9% | $77,643+5.2% |
| Participation rate | 99.4% | 74.3%+25.2pp | 76.5%+23.0pp | 70.6%+28.9pp |
| Annual return | 4.39% | 17.42%-13.0pp | 579.32%-574.9pp | 31.24%-26.8pp |
| Employer contribution / active EE | $4,309 | $3,491+23.4% | $4,217+2.2% | $2,726+58.1% |
| Participant deferral / active EE | $0 | $5,591-100.0% | $7,025-100.0% | $4,647-100.0% |
| Admin fee / account holder | $180 | $539-66.7% | $6,858-97.4% | $430-58.3% |