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 |
|---|---|---|
Filed as: THE TRUST COMPANY OF TENNESSEE INC Service code 12 · EIN 62-1291257 | Account maintenance fees; Participant... | $97,631 |
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 | $48,717 | $80,005-39.1% | $140,016-65.2% | $55,725-12.6% |
| Participation rate | 89.2% | 87.0%+2.2pp | 87.5%+1.7pp | 70.9%+18.3pp |
| Annual return | -2.62% | 0.46%-3.1pp | 651.12%-653.7pp | 244.93%-247.6pp |
| Employer contribution / active EE | $1,862 | $3,403-45.3% | $5,606-66.8% | $2,078-10.4% |
| Participant deferral / active EE | $4,041 | $5,264-23.2% | $6,927-41.7% | $3,356+20.4% |
| Admin fee / account holder | $252 | $116+117.5% | $10,705-97.6% | $115+118.5% |