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.
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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 | $33,611 |
BB&T IIA2+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $12,415 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $10,500 |
PRONVEST2+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $9,952 |
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 | $33,739 | $42,546-20.7% | $71,796-53.0% | $55,167-38.8% |
| Participation rate | 85.8% | 59.1%+26.7pp | 69.1%+16.7pp | 69.0%+16.8pp |
| Annual return | 5.68% | 12.36%-6.7pp | 78.04%-72.4pp | 169.23%-163.5pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,345 | $2,064+13.6% | $2,794-16.1% | $3,054-23.2% |
| Admin fee / account holder | $393 | $650-39.5% | $4,815-91.8% | $504-22.0% |