Filed July 22, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $47,878 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,919 | $74,089-24.5% | $133,980-58.3% | $55,167+1.4% |
| Participation rate | 85.3% | 84.3%+1.0pp | 87.1%-1.8pp | 69.0%+16.3pp |
| Annual return | 6.88% | 12.11%-5.2pp | 29.30%-22.4pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,759 | $3,064-42.6% | $5,211-66.3% | $1,963-10.4% |
| Participant deferral / active EE | $2,146 | $4,678-54.1% | $6,282-65.8% | $3,054-29.7% |
| Admin fee / account holder | $216 | $458-52.9% | $9,324-97.7% | $504-57.2% |