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 BANK2 years Filed as: FIRST TENNESSEE BROKERAGE, INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $43,002 |
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 | Recordkeeping | $39,906 |
AVINTUS2 years Service code 15 · EIN 04-3682160 113 SEABOARD LN, SUITE B150 · FRANKLIN, TN 37064 | Recordkeeping | $450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,065 | $86,332+18.2% | $125,175-18.5% | $65,185+56.6% |
| Participation rate | 86.9% | 75.3%+11.6pp | 79.8%+7.1pp | 70.2%+16.7pp |
| Annual return | 20.28% | 27.43%-7.1pp | 43.79%-23.5pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,301 | $2,040+12.8% | $3,865-40.5% | $2,177+5.7% |
| Participant deferral / active EE | $6,547 | $3,537+85.1% | $4,937+32.6% | $3,514+86.3% |
| Admin fee / account holder | $782 | $609+28.3% | $9,702-91.9% | $847-7.7% |