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 |
|---|---|---|
RATHER & KITTRELL, INC.1 year Service code 27 11905 KINGSTON PIKE · KNOXVILLE, TN 37934 | Advisory (Plan) | $53,580 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $47,137 |
TENNESSEE PENSION ADMINISTRATORS3+ years Filed as: TENNESSEE PENSION ADMINISTRATORS, L Service code 13 · EIN 62-1757444 | Contract Administrator | $9,353 |
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 | $21,347 | $62,624-65.9% | $177,989-88.0% | $77,643-72.5% |
| Participation rate | 86.2% | 66.8%+19.3pp | 77.1%+9.1pp | 70.6%+15.6pp |
| Annual return | 21.04% | 16.16%+4.9pp | 294.48%-273.4pp | 31.24%-10.2pp |
| Employer contribution / active EE | $1,169 | $1,909-38.8% | $3,949-70.4% | $2,726-57.1% |
| Participant deferral / active EE | $5,617 | $4,219+33.1% | $6,276-10.5% | $4,647+20.9% |
| Admin fee / account holder | $137 | $386-64.4% | $10,363-98.7% | $430-68.1% |