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&T2+ years Service code 15 · EIN 56-1368984 | Recordkeeping | $121,903 |
Filed as: MERRILL LYNCH Service code 27 · EIN 94-1687665 | Advisory (Plan) | $19,983 |
BB&T IIA1 year Service code 27 · EIN 57-0956597 | Advisory (Plan) | $10,750 |
PRONVEST1 year Service code 26 · EIN 62-1823351 | Advisory (Participants) | $6,089 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,800 | $37,213-62.9% | $156,549-91.2% | $63,975-78.4% |
| Participation rate | 77.2% | 65.0%+12.3pp | 84.0%-6.8pp | 71.1%+6.1pp |
| Annual return | 7.35% | 47.89%-40.5pp | 32.23%-24.9pp | 48.65%-41.3pp |
| Employer contribution / active EE | $832 | $1,357-38.7% | $5,501-84.9% | $2,182-61.9% |
| Participant deferral / active EE | $24 | $2,070-98.9% | $4,871-99.5% | $3,356-99.3% |
| Admin fee / account holder | $50 | $56-11.2% | $13,027-99.6% | $70-29.0% |