See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PROFFITT & GOODSON, INC.1+ years Service code 27 PO BOX 11629 · KNOXVILLE, TN 37939 | Advisory (Plan) | $16,932 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,739 |
RODEFER MOSS & CO, PLLC1+ years Service code 10 608 MABRY HOOD RD · KNOXVILLE, TN 37932 | Accounting | $15,500 |
TENNESSEE PENSION ADMINISTRATORS1+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $11,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,499 | $58,655-34.4% | $91,989-58.1% | $65,185-40.9% |
| Participation rate | 53.5% | 75.3%-21.8pp | 78.6%-25.1pp | 70.2%-16.7pp |
| Annual return | 24.81% | 33.92%-9.1pp | 69.02%-44.2pp | 29.38%-4.6pp |
| Employer contribution / active EE | $1,593 | $2,080-23.4% | $3,452-53.8% | $2,177-26.8% |
| Participant deferral / active EE | $2,475 | $5,474-54.8% | $5,923-58.2% | $3,514-29.5% |
| Admin fee / account holder | $374 | $434-13.9% | $7,743-95.2% | $847-55.9% |