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 |
|---|---|---|
RATHER & KITTRELL, INC.5+ years Filed as: RATHER & KITTRELL CAPITAL MGT Service code 26 · EIN 91-2046298 | Advisory (Participants) | $39,291 |
UNIFIED TRUST COMPANY, N.A.5+ years Filed as: UNIFIED TRUST COMPANY Service code 15 · EIN 61-1256314 | Recordkeeping | $28,038 |
TENNESSEE PENSION ADMINISTRATORS5+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $10,121 |
LBMC, PC2 years Service code 10 · EIN 62-1199757 | Accounting | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $55,572 | $86,332-35.6% | $125,175-55.6% | $65,185-14.7% |
| Participation rate | 95.9% | 75.3%+20.6pp | 79.8%+16.1pp | 70.2%+25.7pp |
| Annual return | 16.38% | 27.43%-11.1pp | 43.79%-27.4pp | 29.38%-13.0pp |
| Employer contribution / active EE | $1,426 | $2,040-30.1% | $3,865-63.1% | $2,177-34.5% |
| Participant deferral / active EE | $2,011 | $3,537-43.1% | $4,937-59.3% | $3,514-42.8% |
| Admin fee / account holder | $324 | $609-46.9% | $9,702-96.7% | $847-61.8% |