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&T3 years Service code 16 · EIN 56-1368984 | Consulting | $32,727 |
BB&T IIA2 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $17,117 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $141,661 | $63,114+124.5% | $92,893+52.5% | $65,185+117.3% |
| Participation rate | 76.8% | 68.8%+8.0pp | 76.0%+0.8pp | 70.2%+6.6pp |
| Annual return | 25.45% | 28.75%-3.3pp | 109.41%-84.0pp | 29.38%-3.9pp |
| Employer contribution / active EE | $2,435 | $2,571-5.3% | $3,653-33.3% | $2,177+11.9% |
| Participant deferral / active EE | $5,131 | $3,108+65.1% | $4,236+21.1% | $3,514+46.0% |
| Admin fee / account holder | $391 | $624-37.3% | $5,794-93.2% | $847-53.8% |