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&T4+ years Filed as: BB & T Service code 21 · EIN 56-1368984 | Bank Trustee | $78,454 |
PRONVEST4+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $46,499 |
BB&T IIA4+ years Service code 27 · EIN 57-0956597 | Advisory (Plan) | $25,644 |
BB&T4+ years Service code 52 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,804 | $39,898+54.9% | $121,196-49.0% | $55,725+10.9% |
| Participation rate | 73.7% | 61.2%+12.5pp | 71.7%+2.0pp | 70.9%+2.9pp |
| Annual return | -6.84% | -0.96%-5.9pp | 16.93%-23.8pp | 244.93%-251.8pp |
| Employer contribution / active EE | $2,422 | $1,295+87.0% | $4,022-39.8% | $2,078+16.6% |
| Participant deferral / active EE | $5,696 | $2,439+133.6% | $3,344+70.3% | $3,356+69.7% |
| Admin fee / account holder | $518 | $95+444.1% | $5,019-89.7% | $115+349.3% |