Filed June 28, 2015 (most recent of 3 filings on file)
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 with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
FIRST TENNESSEE BANK2 years Filed as: FIRST TENNESSEE BROKERAGE, INC. Service code 27 · EIN 62-1254528 | Advisory (Plan) | $36,565 |
FTB ADVISORS, INC.1 year Filed as: FTB ADVISORS INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $27,217 |
Filed as: FIDELITY INV. INSTITUTIONAL OP. CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $15,827 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,334 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $6,464 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,727 | $111,608-47.4% | $177,821-67.0% | $73,409-20.0% |
| Participation rate | 79.7% | 87.9%-8.2pp | 87.7%-8.0pp | 72.2%+7.5pp |
| Annual return | 13.98% | 18.23%-4.2pp | 48.32%-34.3pp | 59.29%-45.3pp |
| Employer contribution / active EE | $3,365 | $3,796-11.3% | $5,918-43.1% | $2,234+50.7% |
| Participant deferral / active EE | $5,626 | $6,199-9.3% | $7,714-27.1% | $3,805+47.8% |
| Admin fee / account holder | $217 | $166+31.1% | $12,427-98.3% | $158+37.5% |