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&T4 years Service code 16 · EIN 56-1368984 | Consulting | $36,532 |
BB&T IIA3 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $19,472 |
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 | $159,345 | $69,362+129.7% | $101,248+57.4% | $73,488+116.8% |
| Participation rate | 77.0% | 68.4%+8.6pp | 75.8%+1.2pp | 70.7%+6.3pp |
| Annual return | 15.86% | 18.46%-2.6pp | 46.47%-30.6pp | 28.51%-12.6pp |
| Employer contribution / active EE | $2,501 | $2,628-4.9% | $3,660-31.7% | $2,270+10.2% |
| Participant deferral / active EE | $5,440 | $3,300+64.9% | $4,370+24.5% | $3,740+45.5% |
| Admin fee / account holder | $424 | $704-39.8% | $5,945-92.9% | $513-17.4% |