Filed June 22, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
SHDR IA1 year Filed as: SHDR IIA Service code 27 · EIN 57-0956597 | Advisory (Plan) | $8,724 |
BB&T1 year Service code 21 · EIN 56-1368984 | Bank Trustee | $5,975 |
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 | $18,921 | $46,173-59.0% | $170,442-88.9% | $69,631-72.8% |
| Participation rate | 75.3% | 63.9%+11.4pp | 83.6%-8.3pp | 70.7%+4.6pp |
| Annual return | 12.80% | 21.62%-8.8pp | 205.93%-193.1pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $1,270 | $1,610-21.1% | $5,433-76.6% | $2,032-37.5% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $53 | $116-53.9% | $13,880-99.6% | $110-51.6% |