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 |
|---|---|---|
BB&T2+ years Filed as: BB AND T Service code 21 · EIN 56-1368984 | Bank Trustee | $24,787 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,842 | $56,629-22.6% | $77,999-43.8% | $55,167-20.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 9.74% | 2866.98%-2857.2pp | 425.96%-416.2pp | 169.23%-159.5pp |
| Employer contribution / active EE | $2,116 | $1,723+22.8% | $2,470-14.3% | $1,963+7.8% |
| Participant deferral / active EE | $3,461 | $2,777+24.6% | $3,497-1.0% | $3,054+13.3% |
| Admin fee / account holder | $181 | $467-61.2% | $5,480-96.7% | $504-64.1% |