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 HORIZONS ADVISORS, INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $68,406 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $53,159 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,418 |
ACUFF & ASSOCIATES, INC.1 year Service code 15 · EIN 62-1477251 | Recordkeeping | $1,165 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,676 | $89,436+11.4% | $164,813-39.5% | $77,643+28.4% |
| Participation rate | 84.1% | 78.6%+5.5pp | 78.6%+5.5pp | 70.6%+13.5pp |
| Annual return | 152.60% | 28.83%+123.8pp | 69.93%+82.7pp | 31.24%+121.4pp |
| Employer contribution / active EE | $1,314 | $2,569-48.9% | $4,341-69.7% | $2,726-51.8% |
| Participant deferral / active EE | $3,461 | $4,897-29.3% | $6,031-42.6% | $4,647-25.5% |
| Admin fee / account holder | $420 | $339+23.6% | $12,690-96.7% | $430-2.5% |