Filed December 19, 2016 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
FIRST TENNESSEE BANK2+ years Filed as: FIRST TENNESSEE BANK NATL. ASSN. Service code 21 · EIN 62-1234579 | Bank Trustee | $75,595 |
BKD, LLP2+ years Service code 10 · EIN 20-1941244 | Accounting | $11,700 |
ACUFF & ASSOCIATES, INC.2+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $9,536 |
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 | $58,782 | $65,820-10.7% | $108,745-45.9% | $57,658+1.9% |
| Participation rate | 99.5% | 72.7%+26.8pp | 77.7%+21.8pp | 70.2%+29.3pp |
| Annual return | 18.60% | 21.32%-2.7pp | 46.22%-27.6pp | 5.13%+13.5pp |
| Employer contribution / active EE | $2,862 | $2,285+25.2% | $3,323-13.9% | $1,974+45.0% |
| Participant deferral / active EE | $0 | $3,578-100.0% | $5,121-100.0% | $3,061-100.0% |
| Admin fee / account holder | $124 | $91+35.5% | $6,144-98.0% | $95+30.7% |