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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WEAVER C. BARKSDALE & ASSOCIATES10+ years Filed as: MARTIN & COMPANY, LP Service code 27 · EIN 62-1398934 | Advisory (Plan) | $97,904 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 21 · EIN 13-2638166 | Bank Trustee | $63,992 |
TENNESSEE PENSION ADMINISTRATORS10+ years Service code 15 · EIN 62-1757444 | Recordkeeping | $9,845 |
PUGH & COMPANY, PC10+ years Service code 10 · EIN 62-1142155 | Accounting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,559 | $89,436-4.3% | $164,813-48.1% | $77,643+10.2% |
| Participation rate | 85.9% | 78.6%+7.3pp | 78.6%+7.3pp | 70.6%+15.3pp |
| Annual return | 8.94% | 28.83%-19.9pp | 69.93%-61.0pp | 31.24%-22.3pp |
| Employer contribution / active EE | $5,287 | $2,569+105.8% | $4,341+21.8% | $2,726+94.0% |
| Participant deferral / active EE | $2,667 | $4,897-45.5% | $6,031-55.8% | $4,647-42.6% |
| Admin fee / account holder | $449 | $339+32.1% | $12,690-96.5% | $430+4.2% |