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 INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $17,561 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,419 | $60,124-49.4% | $90,404-66.4% | $79,858-61.9% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 21.43% | 71.94%-50.5pp | 1293.02%-1271.6pp | 31.71%-10.3pp |
| Employer contribution / active EE | $2,098 | $2,068+1.5% | $3,262-35.7% | $2,471-15.1% |
| Participant deferral / active EE | $3,486 | $2,938+18.6% | $3,963-12.0% | $3,740-6.8% |
| Admin fee / account holder | $169 | $3,976-95.8% | $5,611-97.0% | $5,306-96.8% |