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 21 · EIN 56-1368984 | Bank Trustee | $52,528 |
THOMPSON, SIEGEL & WALMSLEY5+ years Service code 27 · EIN 54-0854395 | Advisory (Plan) | $39,441 |
BB&T IIA4 years Service code 27 · EIN 57-0956597 | Advisory (Plan) | $32,544 |
ELMORE, HUPP & COMPANY, PLC5+ years Filed as: ELMORE, HUPP & COMPANY Service code 10 · EIN 54-1440048 | Accounting | $18,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,060 | $72,554+71.0% | $138,135-10.2% | $73,488+68.8% |
| Participation rate | 96.4% | 74.8%+21.5pp | 78.7%+17.7pp | 70.7%+25.7pp |
| Annual return | -8.14% | 17.50%-25.6pp | 20.51%-28.6pp | 28.51%-36.7pp |
| Employer contribution / active EE | $4,600 | $3,511+31.0% | $5,587-17.7% | $2,270+102.6% |
| Participant deferral / active EE | $2,001 | $4,908-59.2% | $6,431-68.9% | $3,740-46.5% |
| Admin fee / account holder | $929 | $464+100.1% | $11,856-92.2% | $513+81.1% |