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 BANK6 years Service code 21 209 TROY ST. · TUPELO, MS 38802 | Bank Trustee | $51,160 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $10,487 |
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 | $32,074 | $61,272-47.7% | $149,673-78.6% | $71,457-55.1% |
| Participation rate | 98.8% | 62.5%+36.3pp | 78.8%+20.0pp | 67.9%+30.8pp |
| Annual return | 16.74% | 35.85%-19.1pp | 134.42%-117.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,013 | $2,378-15.4% | $4,818-58.2% | $2,588-22.2% |
| Participant deferral / active EE | $1,445 | $2,917-50.5% | $5,680-74.6% | $4,289-66.3% |
| Admin fee / account holder | $196 | $1,261-84.5% | $13,210-98.5% | $1,587-87.7% |