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&T6+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $41,263 |
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 | $18,302 | $51,288-64.3% | $81,983-77.7% | $73,409-75.1% |
| Participation rate | 80.4% | 64.0%+16.4pp | 69.2%+11.2pp | 72.2%+8.2pp |
| Annual return | 14.91% | 29.48%-14.6pp | 41.31%-26.4pp | 59.29%-44.4pp |
| Employer contribution / active EE | $300 | $1,487-79.8% | $2,498-88.0% | $2,234-86.6% |
| Participant deferral / active EE | $1,730 | $2,715-36.3% | $3,722-53.5% | $3,805-54.5% |
| Admin fee / account holder | $122 | $125-2.9% | $5,664-97.9% | $158-22.9% |