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 TENNESSEE2+ years Filed as: THE TRUST COMPANY OF KNOXVILLE Service code 15 · EIN 62-1291257 | Recordkeeping | $76,505 |
Service code 26 5110 MARYLAND WAY, SUITE 300 · BRENTWOOD, TN 37027 | Advisory (Participants) | $9,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $76,210 | $36,916+106.4% | $156,549-51.3% | $57,658+32.2% |
| Participation rate | 67.5% | 63.4%+4.0pp | 84.0%-16.5pp | 70.2%-2.8pp |
| Annual return | 13.06% | 12.38%+0.7pp | 32.23%-19.2pp | 5.13%+7.9pp |
| Employer contribution / active EE | $1,853 | $1,571+18.0% | $5,501-66.3% | $1,974-6.1% |
| Participant deferral / active EE | $3,437 | $1,926+78.5% | $4,871-29.4% | $3,061+12.3% |
| Admin fee / account holder | $287 | $82+247.6% | $13,027-97.8% | $95+203.3% |