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 TENNESSEE10+ years Service code 21 · EIN 62-1230706 | Bank Trustee | $37,673 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,897 |
PUGH & COMPANY, PC1 year Filed as: PUGH & COMPANY PC Service code 10 315 N CEDAR BLUFF RD STE 200 · KNOXVILLE, TN 37923 | Accounting | $27,140 |
TENNESSEE PENSION ADMINISTRATORS10+ years Service code 13 11911 KINGSTON PIKE STE 201 · KNOXVILLE, TN 37934 | Contract Administrator | $17,252 |
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 | $49,749 | $95,880-48.1% | $107,525-53.7% | $85,563-41.9% |
| Participation rate | 94.4% | 70.1%+24.3pp | 75.1%+19.4pp | 66.0%+28.5pp |
| Annual return | 12.88% | 68.06%-55.2pp | 181.32%-168.4pp | 31.51%-18.6pp |
| Employer contribution / active EE | $1,441 | $3,812-62.2% | $3,754-61.6% | $2,654-45.7% |
| Participant deferral / active EE | $4,591 | $4,201+9.3% | $5,116-10.3% | $4,375+4.9% |
| Admin fee / account holder | $255 | $1,025-75.2% | $8,919-97.1% | $834-69.5% |