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.4+ years Service code 27 PO BOX 11629 · KNOXVILLE, TN 37939 | Advisory (Plan) | $28,487 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,787 |
RODEFER MOSS & CO, PLLC4+ years Service code 10 608 MABRY HOOD RD · KNOXVILLE, TN 37932 | Accounting | $22,000 |
TENNESSEE PENSION ADMINISTRATORS4+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $12,707 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,481 | $58,320-40.9% | $86,436-60.1% | $66,914-48.5% |
| Participation rate | 52.2% | 78.6%-26.4pp | 80.3%-28.1pp | 69.8%-17.6pp |
| Annual return | -17.78% | -9.71%-8.1pp | 4394.89%-4412.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,626 | $2,615-37.8% | $3,769-56.8% | $2,544-36.1% |
| Participant deferral / active EE | $2,960 | $6,899-57.1% | $6,952-57.4% | $4,237-30.1% |
| Admin fee / account holder | $486 | $546-11.0% | $6,731-92.8% | $593-18.1% |