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 |
|---|---|---|
THE TRUST COMPANY OF TENNESSEE2+ years Filed as: THE TRUST COMPANY OF KNOXVILLE Service code 15 · EIN 62-1291257 | Recordkeeping | $27,310 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,552 | $46,173-29.5% | $170,442-80.9% | $69,631-53.3% |
| Participation rate | 80.3% | 63.9%+16.4pp | 83.6%-3.3pp | 70.7%+9.6pp |
| Annual return | 14.82% | 21.62%-6.8pp | 205.93%-191.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $1,764 | $1,610+9.6% | $5,433-67.5% | $2,032-13.2% |
| Participant deferral / active EE | $1,696 | $2,080-18.4% | $4,939-65.7% | $3,224-47.4% |
| Admin fee / account holder | $29 | $116-74.7% | $13,880-99.8% | $110-73.5% |