See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIRST TENNESSEE BANK4 years Filed as: FIRST TENNESSEE BROKERAGE, INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $53,344 |
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 | Recordkeeping | $49,284 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,663 | $99,985+19.7% | $146,665-18.4% | $85,850+39.4% |
| Participation rate | 89.4% | 73.1%+16.3pp | 80.1%+9.3pp | 69.3%+20.0pp |
| Annual return | 12.56% | 18.93%-6.4pp | 22.74%-10.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,931 | $2,559+14.6% | $4,136-29.1% | $2,565+14.3% |
| Participant deferral / active EE | $8,234 | $4,006+105.6% | $5,506+49.5% | $3,952+108.4% |
| Admin fee / account holder | $981 | $7,702-87.3% | $10,280-90.5% | $6,260-84.3% |