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 BANK5 years Service code 21 209 TROY ST. · TUPELO, MS 38802 | Bank Trustee | $54,301 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,545 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,667 | $65,061-60.5% | $143,757-82.1% | $66,914-61.6% |
| Participation rate | 92.7% | 65.2%+27.6pp | 80.3%+12.4pp | 69.8%+22.9pp |
| Annual return | -15.94% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,609 | $2,361-31.8% | $4,951-67.5% | $2,544-36.7% |
| Participant deferral / active EE | $2,471 | $2,919-15.4% | $5,637-56.2% | $4,237-41.7% |
| Admin fee / account holder | $154 | $502-69.3% | $14,673-98.9% | $593-74.0% |