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 10-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 |
|---|---|---|
THE TRUST COMPANY OF TENNESSEE3+ years Filed as: THE TRUST COMPANY OF KNOXVILLE INC. Service code 12 · EIN 62-1291257 | Participant communication; Other inve... | $43,305 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,722 | $80,753-32.2% | $136,294-59.8% | $62,292-12.2% |
| Participation rate | 76.8% | 73.5%+3.3pp | 81.9%-5.1pp | 69.5%+7.3pp |
| Annual return | 16.60% | 35.83%-19.2pp | 5155.94%-5139.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,464 | $2,884-49.2% | $4,695-68.8% | $2,042-28.3% |
| Participant deferral / active EE | $2,284 | $5,164-55.8% | $6,247-63.4% | $3,169-27.9% |
| Admin fee / account holder | $291 | $525-44.7% | $9,243-96.9% | $479-39.4% |