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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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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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $8,601 |
BB&T2 years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $2,543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,268 | $61,156-68.5% | $185,823-89.6% | $79,386-75.7% |
| Participation rate | 48.5% | 66.6%-18.1pp | 81.7%-33.2pp | 70.7%-22.2pp |
| Annual return | 14.87% | 19.45%-4.6pp | 122.05%-107.2pp | 116.85%-102.0pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,557 | $2,789-44.2% | $5,568-72.0% | $4,046-61.5% |
| Admin fee / account holder | $125 | $710-82.4% | $16,237-99.2% | $626-80.0% |