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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,095 |
Service code 13 1407 FOULK ROAD · WILMINGTON, DE 198032755 | Contract Administrator | $7,246 |
SECURITIES AMERICA INC4 years Filed as: BB&T SECURITIES LLC Service code 55 | Other Commissions | $5,029 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44 |
L AND G INVESTMENT5 years Filed as: BB&T INVESTMENT Service code 55 901 E BYRD STREET · RICHMOND, VA 23219 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $25,813 | $62,603-58.8% | $104,294-75.3% | $66,914-61.4% |
| Participation rate | 31.1% | 59.6%-28.5pp | 73.3%-42.1pp | 69.8%-38.7pp |
| Annual return | -14.27% | -14.70%+0.4pp | 24.61%-38.9pp | 1.58%-15.9pp |
| Employer contribution / active EE | $532 | $1,972-73.0% | $3,372-84.2% | $2,544-79.1% |
| Participant deferral / active EE | $956 | $2,853-66.5% | $4,625-79.3% | $4,237-77.4% |
| Admin fee / account holder | $243 | $656-63.0% | $7,339-96.7% | $593-59.1% |