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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $36,117 |
FIRST TENNESSEE BANK1 year Filed as: FIRST TENNESSEE BROKERAGE INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $28,568 |
KHS AMERICA1 year Service code 35 · EIN 62-1647262 | Employee (plan sponsor) | $10,000 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,625 |
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 | $73,240 | $91,552-20.0% | $133,956-45.3% | $79,858-8.3% |
| Participation rate | 92.6% | 73.3%+19.2pp | 79.8%+12.7pp | 69.6%+22.9pp |
| Annual return | 13.77% | 61.85%-48.1pp | 45.09%-31.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,810 | $2,384-24.1% | $3,919-53.8% | $2,471-26.8% |
| Participant deferral / active EE | $4,433 | $3,733+18.7% | $5,048-12.2% | $3,740+18.5% |
| Admin fee / account holder | $930 | $6,321-85.3% | $8,927-89.6% | $5,306-82.5% |