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 TENNESSEE8+ years Service code 21 · EIN 62-1230706 | Bank Trustee | $31,727 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,370 |
TENNESSEE PENSION ADMINISTRATORS8+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $14,277 |
PUGH & COMPANY, PC4 years Filed as: PUGH & COMPANY, P.C. Service code 10 · EIN 62-1142155 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,229 | $92,971-55.7% | $96,683-57.4% | $74,419-44.6% |
| Participation rate | 94.9% | 71.5%+23.3pp | 74.3%+20.5pp | 70.7%+24.1pp |
| Annual return | 10.85% | 37.49%-26.6pp | 35.69%-24.8pp | 34.38%-23.5pp |
| Employer contribution / active EE | $1,217 | $3,426-64.5% | $3,737-67.4% | $2,637-53.9% |
| Participant deferral / active EE | $4,237 | $3,970+6.7% | $4,878-13.1% | $4,528-6.4% |
| Admin fee / account holder | $182 | $633-71.2% | $6,730-97.3% | $348-47.6% |