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 |
|---|---|---|
THE TRUST COMPANY OF TENNESSEE1+ years Filed as: THE TRUST COMPANY OF KNOXVILLE INC. Service code 15 · EIN 62-1291257 | Recordkeeping | $116,473 |
NBZ INVESTMENT ADVISORS, LLC1+ years Service code 28 4110 SUTHERLAND AVENUE · KNOXVILLE, TN 379195120 | Investment Management | $11,997 |
Service code 28 109 S NORTHSHORE DRIVE, SUITE 400 · KNOXVILLE, TN 37919 | Investment Management | $10,988 |
LATTIMORE BLACK MORGAN AND CAIN1+ years Filed as: LATTIMORE BLACK MORGAN & CAIN PC Service code 10 · EIN 62-1199757 | Accounting | $8,500 |
PYA WALTMAN CAPITAL LLC1+ years Filed as: PYA WALTMAN CAPITAL, LLC Service code 28 2076 LAKESIDE CENTRE WAY · KNOXVILLE, TN 37922 | Investment Management | $5,543 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $193,829 | $46,360+318.1% | $147,614+31.3% | $52,331+270.4% |
| Participation rate | 99.2% | 64.9%+34.2pp | 84.6%+14.5pp | 68.1%+31.1pp |
| Annual return | -1.74% | 1.62%-3.4pp | 61.98%-63.7pp | 4.54%-6.3pp |
| Employer contribution / active EE | $7,821 | $2,126+267.8% | $5,564+40.6% | $1,882+315.6% |
| Participant deferral / active EE | $4,843 | $2,258+114.5% | $4,895-1.1% | $3,022+60.3% |
| Admin fee / account holder | $879 | $766+14.7% | $11,611-92.4% | $592+48.5% |