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&T2+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $36,978 |
MOORE COLSON2+ years Service code 10 · EIN 58-1653941 | Accounting | $9,700 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,393 | $75,183-39.6% | $123,892-63.4% | $55,167-17.7% |
| Participation rate | 28.8% | 72.8%-44.0pp | 81.4%-52.6pp | 69.0%-40.2pp |
| Annual return | 7.96% | 19.01%-11.0pp | 47.52%-39.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,465 | $5,084-12.2% | $5,984-25.4% | $3,054+46.2% |
| Admin fee / account holder | $422 | $663-36.3% | $8,357-94.9% | $504-16.2% |