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 | $53,538 |
Filed as: MERRILL LYNCH Service code 27 · EIN 94-1687665 | Advisory (Plan) | $7,209 |
BB&T IIA1 year Service code 27 · EIN 57-0956597 | Advisory (Plan) | $1,695 |
PRONVEST1 year Service code 26 · EIN 62-1823351 | Advisory (Participants) | $1,052 |
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 | $6,779 | $37,213-81.8% | $156,549-95.7% | $63,975-89.4% |
| Participation rate | 79.1% | 65.0%+14.1pp | 84.0%-5.0pp | 71.1%+7.9pp |
| Annual return | 27.67% | 47.89%-20.2pp | 32.23%-4.6pp | 48.65%-21.0pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,926 | $2,070-7.0% | $4,871-60.5% | $3,356-42.6% |
| Admin fee / account holder | $26 | $56-53.5% | $13,027-99.8% | $70-62.8% |