Filed December 17, 2004
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 |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 5301 VIRGINIA WAY · BRENTWOOD, TN 37067 | Actuarial | $492,368 |
CADENCE BANK4 years Service code 52 201 S SPRING ST · TUPELO, MS 38804 | Indirect Investment Fees | $177,419 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 15.07% | 9.57%+5.5pp | 8.80%+6.3pp | 9.57%+5.5pp |
| Employer contribution / active EE | $0 | $9,429-100.0% | $29,429-100.0% | $9,429-100.0% |
| Participant deferral / active EE | $0 | $408-100.0% | $58-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |