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 |
|---|---|---|
BB&T4+ years Filed as: BB & T Service code 21 · EIN 56-1368984 | Bank Trustee | $13,501 |
BB&T IIA4+ years Filed as: BB & T -IIA Service code 27 · EIN 57-0956597 | Advisory (Plan) | $11,305 |
PRONVEST2 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $5,722 |
SUNTRUST BANKS, INC.4+ years Filed as: BBANDT Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,567 | $59,186-26.4% | $76,768-43.2% | $56,287-22.6% |
| Participation rate | 69.1% | 75.2%-6.1pp | 77.0%-7.8pp | 69.9%-0.7pp |
| Annual return | -5.77% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,456 | $1,759-17.2% | $2,485-41.4% | $2,111-31.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $244 | $489-50.1% | $6,675-96.3% | $521-53.1% |