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 |
|---|---|---|
HOME FEDERAL BANK OF TENNESSEE5+ years Service code 21 · EIN 62-1230706 | Bank Trustee | $33,804 |
PUGH & COMPANY, PC1 year Filed as: PUGH & COMPANY, P.C. Service code 10 · EIN 62-1142155 | Accounting | $21,750 |
Filed as: GREAT-WEST Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,769 |
TENNESSEE PENSION ADMINISTRATORS5+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $11,990 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,917 | $91,517-56.4% | $101,248-60.6% | $73,409-45.6% |
| Participation rate | 95.3% | 73.8%+21.5pp | 75.8%+19.5pp | 72.2%+23.1pp |
| Annual return | 4.65% | 17.17%-12.5pp | 46.47%-41.8pp | 59.29%-54.6pp |
| Employer contribution / active EE | $714 | $2,877-75.2% | $3,660-80.5% | $2,234-68.0% |
| Participant deferral / active EE | $2,961 | $3,338-11.3% | $4,370-32.2% | $3,805-22.2% |
| Admin fee / account holder | $236 | $216+9.3% | $5,945-96.0% | $158+49.4% |