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 9-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 |
|---|---|---|
FIRST TENNESSEE BANK1+ years Filed as: FIRST TENNESSEE BANK, N.A. Service code 21 · EIN 62-1382556 | Bank Trustee | $27,677 |
ACUFF & ASSOCIATES, INC.1+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $13,505 |
WEAVER C. BARKSDALE & ASSOCIATES1+ years Filed as: MARTIN & COMPANY Service code 28 · EIN 62-1720350 | Investment Management | $12,843 |
PUGH & COMPANY, PC1+ years Filed as: PUGH & COMPANY Service code 10 · EIN 62-1142155 | Accounting | $12,300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,566 | $46,761-81.7% | $106,619-92.0% | $57,658-85.1% |
| Participation rate | 96.4% | 56.9%+39.5pp | 78.0%+18.4pp | 70.2%+26.2pp |
| Annual return | 4.06% | 15.77%-11.7pp | 9.42%-5.4pp | 5.13%-1.1pp |
| Employer contribution / active EE | $490 | $1,274-61.5% | $3,947-87.6% | $1,974-75.2% |
| Participant deferral / active EE | $307 | $1,954-84.3% | $3,930-92.2% | $3,061-90.0% |
| Admin fee / account holder | $115 | $97+19.2% | $6,418-98.2% | $95+22.0% |