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 year Filed as: FIRST TENNESSEE BROKERAGE, INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $39,570 |
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 | Recordkeeping | $36,193 |
AVINTUS1 year Service code 15 · EIN 04-3682160 113 SEABOARD LN, SUITE B150 · FRANKLIN, TN 37064 | Recordkeeping | $850 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $82,152 | $66,302+23.9% | $110,238-25.5% | $56,287+46.0% |
| Participation rate | 85.2% | 74.9%+10.3pp | 79.8%+5.4pp | 69.9%+15.3pp |
| Annual return | -4.71% | -1.18%-3.5pp | 314.74%-319.5pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,941 | $2,047-5.2% | $3,826-49.3% | $2,111-8.0% |
| Participant deferral / active EE | $5,822 | $3,381+72.2% | $4,672+24.6% | $3,350+73.8% |
| Admin fee / account holder | $0 | $698-100.0% | $8,547-100.0% | $521-100.0% |