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 |
|---|---|---|
FIRST TENNESSEE BANK1+ years Filed as: FIRST TENNESSEE BANK NATL ASSN Service code 21 · EIN 62-0201385 4385 POPLAR AVE. · MEMPHIS, TN 38117 | Bank Trustee | $13,987 |
PLAN ADMINISTRATION & CONSULTING1+ years Service code 17 · EIN 01-0690018 1661 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Pension Consulting | $7,900 |
DAUBY O'CONNOR & ZALESKI, LLC1+ years Service code 10 · EIN 35-1750664 501 CONGRESSIONAL BLVD. · CARMEL, IN 46032 | Accounting | $6,145 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,046 | $75,828-81.5% | $147,614-90.5% | $59,632-76.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.64% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,243 | $3,485-64.3% | $5,564-77.7% | $2,203-43.6% |
| Participant deferral / active EE | $837 | $3,130-73.3% | $4,895-82.9% | $3,192-73.8% |
| Admin fee / account holder | $205 | $5,985-96.6% | $11,611-98.2% | $4,297-95.2% |