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 21 · EIN 56-1368984 | Bank Trustee | $16,975 |
BB&T2 years Filed as: BB AND T Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $7,377 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,462 | $64,324-21.6% | $118,925-57.6% | $79,858-36.8% |
| Participation rate | 87.4% | 64.9%+22.5pp | 75.4%+12.0pp | 69.6%+17.7pp |
| Annual return | 13.93% | 86.45%-72.5pp | 35.88%-22.0pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,789 | $1,836+51.9% | $3,263-14.5% | $2,471+12.9% |
| Participant deferral / active EE | $925 | $2,824-67.2% | $4,265-78.3% | $3,740-75.3% |
| Admin fee / account holder | $256 | $4,040-93.7% | $6,581-96.1% | $5,306-95.2% |