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&T1 year Service code 21 · EIN 56-1368984 | Bank Trustee | $27,822 |
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 | $57,059 | $63,299-9.9% | $91,001-37.3% | $62,292-8.4% |
| Participation rate | 96.6% | 73.3%+23.3pp | 75.6%+21.0pp | 69.5%+27.1pp |
| Annual return | 20.17% | 20.99%-0.8pp | 4.60%+15.6pp | 28.90%-8.7pp |
| Employer contribution / active EE | $2,090 | $1,807+15.7% | $2,456-14.9% | $2,042+2.4% |
| Participant deferral / active EE | $3,525 | $2,943+19.8% | $3,547-0.6% | $3,169+11.2% |
| Admin fee / account holder | $209 | $468-55.3% | $5,417-96.1% | $479-56.4% |