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 |
|---|---|---|
Filed as: THE TRUST COMPANY OF TENNESSEE INC Service code 15 · EIN 62-1291257 | Recordkeeping | $55,129 |
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 | $66,905 | $89,739-25.4% | $149,718-55.3% | $62,292+7.4% |
| Participation rate | 83.3% | 85.1%-1.8pp | 87.1%-3.8pp | 69.5%+13.7pp |
| Annual return | 19.92% | 21.01%-1.1pp | 1501.63%-1481.7pp | 28.90%-9.0pp |
| Employer contribution / active EE | $1,754 | $3,233-45.8% | $5,445-67.8% | $2,042-14.1% |
| Participant deferral / active EE | $2,276 | $4,797-52.6% | $6,569-65.4% | $3,169-28.2% |
| Admin fee / account holder | $245 | $551-55.6% | $11,283-97.8% | $479-48.9% |