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 | $52,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,990 | $28,109+362.5% | $71,086+82.9% | $56,287+130.9% |
| Participation rate | 45.1% | 40.4%+4.7pp | 54.7%-9.5pp | 69.9%-24.7pp |
| Annual return | -0.59% | -615.05%+614.5pp | 650.59%-651.2pp | -9.96%+9.4pp |
| Employer contribution / active EE | $1,181 | $558+111.7% | $1,088+8.5% | $2,111-44.1% |
| Participant deferral / active EE | $1,539 | $1,116+38.0% | $1,874-17.9% | $3,350-54.1% |
| Admin fee / account holder | $669 | $585+14.4% | $3,082-78.3% | $521+28.4% |