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 | $52,976 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $99,194 | $31,679+213.1% | $74,701+32.8% | $65,185+52.2% |
| Participation rate | 58.4% | 40.4%+18.1pp | 54.5%+4.0pp | 70.2%-11.8pp |
| Annual return | 10.35% | 39.04%-28.7pp | 752.92%-742.6pp | 29.38%-19.0pp |
| Employer contribution / active EE | $1,455 | $566+157.0% | $1,084+34.2% | $2,177-33.2% |
| Participant deferral / active EE | $1,943 | $1,191+63.1% | $1,964-1.1% | $3,514-44.7% |
| Admin fee / account holder | $473 | $379+24.9% | $3,333-85.8% | $847-44.2% |