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 Service code 21 · EIN 56-1368984 | Bank Trustee | $29,800 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,752 | $58,083-9.2% | $80,019-34.1% | $56,287-6.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -3.46% | 34.61%-38.1pp | 11.22%-14.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $2,748 | $1,932+42.2% | $2,468+11.3% | $2,111+30.2% |
| Participant deferral / active EE | $4,471 | $3,135+42.6% | $3,686+21.3% | $3,350+33.5% |
| Admin fee / account holder | $226 | $623-63.7% | $6,521-96.5% | $521-56.7% |