Filed July 1, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
SECURITIES AMERICA INC1+ years Filed as: BB&T SECURITIES, LLC Service code 55 8006 DISCOVERY DR STE 403 · HENRICO, VA 23229 | Other Commissions | $15,079 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,375 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,275 |
COKER JAMES & CO1+ years Filed as: COKER JAMES & COMPANY Service code 99 · EIN 58-2256668 | Other Fees | $5,170 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,593 | $71,802-51.8% | $133,980-74.2% | $57,658-40.0% |
| Participation rate | 85.1% | 85.5%-0.3pp | 87.1%-1.9pp | 70.2%+14.9pp |
| Annual return | 8.72% | 13.51%-4.8pp | 29.30%-20.6pp | 5.13%+3.6pp |
| Employer contribution / active EE | $503 | $3,161-84.1% | $5,211-90.3% | $1,974-74.5% |
| Participant deferral / active EE | $2,577 | $4,606-44.0% | $6,282-59.0% | $3,061-15.8% |
| Admin fee / account holder | $22 | $88-75.2% | $9,324-99.8% | $95-77.0% |