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.
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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 16 · EIN 56-1368984 | Consulting | $28,285 |
BB&T IIA1 year Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $19,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $124,221 | $55,449+124.0% | $83,848+48.2% | $56,287+120.7% |
| Participation rate | 68.3% | 68.0%+0.3pp | 76.1%-7.9pp | 69.9%-1.6pp |
| Annual return | -6.20% | -1.38%-4.8pp | 850.88%-857.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,323 | $2,430-4.4% | $3,631-36.0% | $2,111+10.0% |
| Participant deferral / active EE | $4,951 | $2,935+68.6% | $4,082+21.3% | $3,350+47.8% |
| Admin fee / account holder | $431 | $656-34.3% | $5,478-92.1% | $521-17.3% |