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 16 · EIN 56-1368984 | Consulting | $11,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $150,393 | $58,726+156.1% | $92,233+63.1% | $62,292+141.4% |
| Participation rate | 67.5% | 68.3%-0.8pp | 76.5%-9.0pp | 69.5%-2.0pp |
| Annual return | 18.43% | 43.62%-25.2pp | 176.28%-157.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $5,501 | $2,392+130.0% | $3,679+49.5% | $2,042+169.4% |
| Participant deferral / active EE | $2,640 | $2,766-4.6% | $3,897-32.3% | $3,169-16.7% |
| Admin fee / account holder | $129 | $556-76.9% | $5,194-97.5% | $479-73.2% |