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.6+ years Service code 27 PO BOX 11629 · KNOXVILLE, TN 37939 | Advisory (Plan) | $34,670 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,496 |
TENNESSEE PENSION ADMINISTRATORS6+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $15,218 |
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 | $49,925 | $79,013-36.8% | $100,391-50.3% | $74,495-33.0% |
| Participation rate | 56.0% | 79.5%-23.5pp | 81.5%-25.5pp | 67.2%-11.2pp |
| Annual return | 14.35% | 20.41%-6.1pp | 49.20%-34.9pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,843 | $3,021-39.0% | $3,942-53.3% | $2,623-29.8% |
| Participant deferral / active EE | $3,104 | $7,760-60.0% | $8,082-61.6% | $4,346-28.6% |
| Admin fee / account holder | $421 | $1,320-68.1% | $7,899-94.7% | $1,942-78.3% |