Filed January 3, 2025 (most recent of 3 filings on file)
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&T1+ years Service code 15 · EIN 56-1368984 | Recordkeeping | $160,254 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,814 | $37,039-60.0% | $147,614-90.0% | $59,188-75.0% |
| Participation rate | 75.2% | 63.8%+11.5pp | 84.6%-9.4pp | 69.4%+5.8pp |
| Annual return | 1.03% | 7.19%-6.2pp | 61.98%-60.9pp | 5.51%-4.5pp |
| Employer contribution / active EE | $764 | $1,353-43.5% | $5,564-86.3% | $2,098-63.6% |
| Participant deferral / active EE | $164 | $2,094-92.2% | $4,895-96.7% | $3,265-95.0% |
| Admin fee / account holder | $58 | $60-3.3% | $11,611-99.5% | $92-36.9% |