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 |
|---|---|---|
Service code 99 · EIN 45-4281787 200 GLEN ECHO ROAD · NASHVILLE, TN 37215 | Other Fees | $85,694 |
ACUFF & ASSOCIATES, INC.4 years Service code 99 · EIN 62-1477251 | Other Fees | $28,050 |
Filed as: SEVEN SPRINGS WEALTH GROUP, LLC Service code 99 · EIN 81-4909510 | Other Fees | $17,738 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,005 | $55,415+136.4% | $155,509-15.8% | $74,495+75.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.00% | 268.50%-254.5pp | 64.67%-50.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $9,075 | $2,267+300.3% | $4,672+94.2% | $2,623+246.0% |
| Participant deferral / active EE | $5,790 | $2,836+104.2% | $5,626+2.9% | $4,346+33.2% |
| Admin fee / account holder | $407 | $1,738-76.6% | $15,912-97.4% | $1,942-79.1% |