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 BANK3+ years Filed as: FIRST TENNESSEE BANK NATL. ASSN. Service code 21 · EIN 62-1234579 | Bank Trustee | $96,108 |
BKD, LLP3+ years Service code 10 · EIN 20-1941244 | Accounting | $11,960 |
ACUFF & ASSOCIATES, INC.3+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $10,686 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,243 | $68,544-7.7% | $115,752-45.4% | $69,631-9.2% |
| Participation rate | 98.9% | 74.0%+24.9pp | 77.8%+21.1pp | 70.7%+28.2pp |
| Annual return | 12.57% | 20.97%-8.4pp | 19.41%-6.8pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $2,921 | $2,400+21.7% | $3,492-16.4% | $2,032+43.7% |
| Participant deferral / active EE | $0 | $3,887-100.0% | $5,204-100.0% | $3,224-100.0% |
| Admin fee / account holder | $145 | $90+60.7% | $6,278-97.7% | $110+31.5% |