Filed April 29, 2008
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 |
|---|---|---|
RENASANT BANK2 years Service code 21 209 TROY ST. · TUPELO, MS 38802 | Bank Trustee | $40,919 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $9,510 |
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 | $19,350 | $62,928-69.3% | $172,739-88.8% | $67,579-71.4% |
| Participation rate | 95.8% | 64.5%+31.3pp | 82.6%+13.1pp | 71.3%+24.5pp |
| Annual return | 21.01% | 30.36%-9.3pp | 802.84%-781.8pp | 378.56%-357.5pp |
| Employer contribution / active EE | $2,400 | $1,636+46.7% | $5,143-53.3% | $2,148+11.8% |
| Participant deferral / active EE | $1,509 | $2,145-29.6% | $5,198-71.0% | $3,539-57.4% |
| Admin fee / account holder | $122 | $167-26.8% | $13,954-99.1% | $142-14.3% |