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 BANK2+ years Filed as: FIRST TENNESSEE BANK, NA Service code 21 · EIN 62-1382556 | Bank Trustee | $32,349 |
ALEXANDER THOMPSON ARNOLD PLLC2+ years Service code 10 · EIN 62-1110839 | Accounting | $5,300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,835 | $52,884-26.6% | $84,750-54.2% | $55,167-29.6% |
| Participation rate | 99.0% | 67.5%+31.5pp | 76.6%+22.4pp | 69.0%+30.0pp |
| Annual return | 11.52% | 18.03%-6.5pp | 22.78%-11.3pp | 169.23%-157.7pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,050 | $2,644-60.3% | $3,712-71.7% | $3,054-65.6% |
| Admin fee / account holder | $191 | $581-67.1% | $5,332-96.4% | $504-62.1% |