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 Service code 21 · EIN 56-1368984 | Bank Trustee | $22,437 |
BB&T IIA1 year Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $12,921 |
PRONVEST1 year Service code 52 · EIN 62-1823551 | Indirect Investment Fees | $12,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,506 | $49,280+118.2% | $67,313+59.7% | $64,186+67.5% |
| Participation rate | 56.7% | 60.8%-4.1pp | 69.1%-12.4pp | 69.6%-12.9pp |
| Annual return | -4.51% | -1.39%-3.1pp | -4.08%-0.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,352 | $2,484-5.3% | $3,568-34.1% | $3,470-32.2% |
| Admin fee / account holder | $676 | $3,863-82.5% | $4,507-85.0% | $4,888-86.2% |