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 3-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,373 |
RATHER & KITTRELL, INC.1+ years Filed as: RATHER & KITTRELL INC Service code 27 11905 KINGSTON PIKE · KNOXVILLE, TN 37934 | Advisory (Plan) | $4,239 |
TENNESSEE PENSION ADMINISTRATORS1+ years Filed as: TENNESSEE PENSION ADMINISTRATORS, L Service code 13 · EIN 62-1757444 | Contract Administrator | $1,302 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,659 | $50,458-86.8% | $159,960-95.8% | $64,808-89.7% |
| Participation rate | 83.5% | 68.0%+15.5pp | 78.0%+5.6pp | 71.5%+12.1pp |
| Annual return | 0.00% | -13.42%+13.4pp | 408.60%-408.6pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,475 | $1,722-14.4% | $4,226-65.1% | $2,506-41.2% |
| Participant deferral / active EE | $3,471 | $4,004-13.3% | $6,182-43.9% | $4,310-19.5% |
| Admin fee / account holder | $15 | $706-97.9% | $8,698-99.8% | $188-92.3% |