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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.
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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.5+ years Service code 27 PO BOX 11629 · KNOXVILLE, TN 37939 | Advisory (Plan) | $29,743 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,459 |
TENNESSEE PENSION ADMINISTRATORS5+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $13,276 |
RODEFER MOSS & CO, PLLC5+ years Service code 10 608 MABRY HOOD RD · KNOXVILLE, TN 37932 | Accounting | $8,000 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,835 | $69,477-41.2% | $94,646-56.9% | $71,457-42.9% |
| Participation rate | 51.4% | 78.4%-27.1pp | 80.8%-29.5pp | 67.9%-16.6pp |
| Annual return | 16.76% | 29.66%-12.9pp | 156.71%-139.9pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,657 | $2,853-41.9% | $3,672-54.9% | $2,588-36.0% |
| Participant deferral / active EE | $3,000 | $7,345-59.1% | $7,418-59.6% | $4,289-30.0% |
| Admin fee / account holder | $426 | $1,210-64.8% | $7,231-94.1% | $1,587-73.2% |