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 |
|---|---|---|
HOME FEDERAL BANK OF TENNESSEE7+ years Service code 21 · EIN 62-1230706 | Bank Trustee | $35,398 |
Filed as: GREAT-WEST Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,579 |
TENNESSEE PENSION ADMINISTRATORS7+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $15,929 |
PUGH & COMPANY, PC3 years Filed as: PUGH & COMPANY, P.C. Service code 10 · EIN 62-1142155 | Accounting | $11,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,746 | $106,236-61.6% | $112,228-63.7% | $64,808-37.1% |
| Participation rate | 95.8% | 71.7%+24.1pp | 75.1%+20.7pp | 71.5%+24.3pp |
| Annual return | -9.69% | -6.02%-3.7pp | 27.45%-37.1pp | 32.82%-42.5pp |
| Employer contribution / active EE | $832 | $3,166-73.7% | $3,635-77.1% | $2,506-66.8% |
| Participant deferral / active EE | $3,574 | $3,785-5.6% | $4,728-24.4% | $4,310-17.1% |
| Admin fee / account holder | $225 | $452-50.1% | $6,410-96.5% | $188+20.0% |