Filed January 18, 2006
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 6-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 |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2034414 6410 POPLUR AVE STE 540 · MEMPHIS, TN 38119 | Actuarial | $678,415 |
LUTHER KING CAPITAL MANAGEMENT6+ years Service code 28 · EIN 71-1630300 | Investment Management | $131,619 |
REGIONS BANK6+ years Filed as: REGIONS MORGAN KEEGAN Service code 21 · EIN 71-0704154 | Bank Trustee | $87,389 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY ELDREDGE & CLARK LLP Service code 29 400 W CAPITOL AVE 200 · LITTLE ROCK, AR 72201 | Legal | $82,732 |
See 1 actuary disclosure. $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $326,582-100.0% | $319,634-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 27.6%-27.6pp | 43.0%-43.0pp |
| Annual return | 1.26% | 203.80%-202.5pp | 174.94%-173.7pp | 259.13%-257.9pp |
| Employer contribution / active EE | $0 | $43,384-100.0% | $38,590-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,517-100.0% | $3,298-100.0% | $21,546-100.0% |