Filed April 14, 2016 (most recent of 2 filings on file)
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 10-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 |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: BB&T SECURITIES LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $13,841 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,853 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $130,210 | $63,299+105.7% | $91,001+43.1% | $62,292+109.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.19% | 20.99%-2.8pp | 4.60%+13.6pp | 28.90%-10.7pp |
| Employer contribution / active EE | $3,185 | $1,807+76.3% | $2,456+29.7% | $2,042+56.0% |
| Participant deferral / active EE | $6,992 | $2,943+137.6% | $3,547+97.1% | $3,169+120.6% |
| Admin fee / account holder | $81 | $468-82.7% | $5,417-98.5% | $479-83.1% |