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 | Recordkeeping fees; Trustee (bank, tr... | $126,066 |
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 | $63,942 | $111,608-42.7% | $177,821-64.0% | $73,409-12.9% |
| Participation rate | 90.2% | 87.9%+2.4pp | 87.7%+2.5pp | 72.2%+18.1pp |
| Annual return | 42.92% | 18.23%+24.7pp | 48.32%-5.4pp | 59.29%-16.4pp |
| Employer contribution / active EE | $2,328 | $3,796-38.7% | $5,918-60.7% | $2,234+4.2% |
| Participant deferral / active EE | $4,417 | $6,199-28.8% | $7,714-42.7% | $3,805+16.1% |
| Admin fee / account holder | $213 | $166+28.8% | $12,427-98.3% | $158+35.1% |