See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
BB&T2 years Filed as: BB & T Service code 16 · EIN 56-1368984 | Consulting | $46,818 |
BB&T IIA1 year Service code 27 · EIN 57-0956597 | Advisory (Plan) | $14,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,580 | $71,666-16.9% | $117,854-49.4% | $69,631-14.4% |
| Participation rate | 61.8% | 77.5%-15.7pp | 79.7%-17.8pp | 70.7%-8.8pp |
| Annual return | 19.91% | 18.86%+1.1pp | 335.08%-315.2pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $1,000 | $1,889-47.1% | $3,786-73.6% | $2,032-50.8% |
| Participant deferral / active EE | $3,189 | $3,340-4.5% | $4,482-28.9% | $3,224-1.1% |
| Admin fee / account holder | $200 | $120+65.8% | $8,020-97.5% | $110+80.7% |