Filed February 23, 2015
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BB&T2 years Service code 16 · EIN 56-1368984 | Consulting | $67,760 |
PRONVEST4 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $45,766 |
BB&T IIA2 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $18,286 |
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 | $20,861 | $47,648-56.2% | $130,648-84.0% | $67,579-69.1% |
| Participation rate | 94.3% | 60.4%+33.9pp | 71.7%+22.6pp | 71.3%+23.0pp |
| Annual return | 22.88% | 25.73%-2.9pp | 1708.96%-1686.1pp | 378.56%-355.7pp |
| Employer contribution / active EE | $749 | $1,408-46.8% | $4,092-81.7% | $2,148-65.1% |
| Participant deferral / active EE | $2,008 | $2,616-23.2% | $3,603-44.3% | $3,539-43.3% |
| Admin fee / account holder | $177 | $105+68.7% | $5,464-96.8% | $142+24.5% |