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 |
|---|---|---|
Filed as: THE TRUST COMPANY OF TENNESSEE INC Service code 15 · EIN 62-1291257 | Recordkeeping | $116,239 |
LATTIMORE BLACK MORGAN AND CAIN3+ years Filed as: LATTIMORE BLACK MORGAN & CAIN PC Service code 10 · EIN 62-1199757 | Accounting | $8,500 |
NBZ INVESTMENT ADVISORS, LLC3+ years Service code 28 4110 SUTHERLAND AVENUE · KNOXVILLE, TN 379195120 | Investment Management | $7,999 |
PYA WALTMAN CAPITAL LLC3+ years Filed as: PYA WALTMAN CAPITAL, LLC Service code 28 2076 LAKESIDE CENTRE WAY · KNOXVILLE, TN 37922 | Investment Management | $7,435 |
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 | $231,785 | $55,453+318.0% | $170,442+36.0% | $62,292+272.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.14% | 21.38%-2.2pp | 205.93%-186.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $8,506 | $2,164+293.1% | $5,433+56.6% | $2,042+316.5% |
| Participant deferral / active EE | $5,080 | $2,303+120.6% | $4,939+2.8% | $3,169+60.3% |
| Admin fee / account holder | $710 | $455+56.1% | $13,880-94.9% | $479+48.2% |