Filed December 18, 2017
Total covered: 40 employees
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 7-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 TENNESSEE1+ years Filed as: THE TRUST COMPANY Service code 16 · EIN 62-1291257 | Consulting | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,400 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J.P.MORGAN INVESTMENTS HOLDINGS LL Service code 16 · EIN 71-0930745 | Consulting | $8,556 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J P MORGAN INSTITUTIONAL Service code 61 270 PARK AVE · NEW YORK, NY 10017 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,294 | $56,443-41.0% | $83,848-60.3% | $55,725-40.3% |
| Participation rate | 84.7% | 72.0%+12.7pp | 76.1%+8.6pp | 70.9%+13.9pp |
| Annual return | -5.79% | 393.67%-399.5pp | 850.88%-856.7pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,714 | $2,682-36.1% | $3,631-52.8% | $2,078-17.5% |
| Participant deferral / active EE | $4,296 | $2,965+44.9% | $4,082+5.3% | $3,356+28.0% |
| Admin fee / account holder | $53 | $156-66.1% | $5,478-99.0% | $115-54.0% |