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&T1+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 21 · EIN 56-0939887 | Bank Trustee | $1,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,873 | $53,412-62.8% | $68,509-71.0% | $52,331-62.0% |
| Participation rate | 68.7% | 71.7%-3.0pp | 74.7%-6.0pp | 68.1%+0.6pp |
| Annual return | -1.04% | 3.42%-4.5pp | 8.27%-9.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,005 | $1,607-37.5% | $2,278-55.9% | $1,882-46.6% |
| Participant deferral / active EE | $1,875 | $2,688-30.3% | $3,382-44.6% | $3,022-38.0% |
| Admin fee / account holder | $10 | $461-97.9% | $5,275-99.8% | $592-98.3% |