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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $130,723 |
THE TRUST COMPANY OF TENNESSEE3+ years Filed as: THE TRUST COMPANY Service code 16 · EIN 62-1291257 | Consulting | $47,130 |
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 | $36,531 | $91,517-60.1% | $101,248-63.9% | $73,409-50.2% |
| Participation rate | 92.8% | 73.8%+19.1pp | 75.8%+17.0pp | 72.2%+20.7pp |
| Annual return | 17.49% | 17.17%+0.3pp | 46.47%-29.0pp | 59.29%-41.8pp |
| Employer contribution / active EE | $2,012 | $2,877-30.0% | $3,660-45.0% | $2,234-9.9% |
| Participant deferral / active EE | $5,358 | $3,338+60.5% | $4,370+22.6% | $3,805+40.8% |
| Admin fee / account holder | $122 | $216-43.6% | $5,945-98.0% | $158-22.9% |