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&T5+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $6,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,228 | $49,138-30.3% | $84,015-59.3% | $65,185-47.5% |
| Participation rate | 53.4% | 60.7%-7.3pp | 69.0%-15.6pp | 70.2%-16.8pp |
| Annual return | 21.91% | 23.00%-1.1pp | 71.31%-49.4pp | 29.38%-7.5pp |
| Employer contribution / active EE | $741 | $914-18.9% | $1,983-62.6% | $2,177-65.9% |
| Participant deferral / active EE | $1,320 | $2,397-44.9% | $3,239-59.2% | $3,514-62.4% |
| Admin fee / account holder | $47 | $543-91.3% | $6,101-99.2% | $847-94.4% |