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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 |
|---|---|---|
Service code 15 · EIN 23-1928421 | Recordkeeping | $28,409 |
BB&T3+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $0 |
BB&T IIA3+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $0 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $0 |
PRONVEST3+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $0 |
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 | $35,825 | $51,466-30.4% | $78,778-54.5% | $62,292-42.5% |
| Participation rate | 86.2% | 59.8%+26.4pp | 69.2%+17.0pp | 69.5%+16.7pp |
| Annual return | 13.85% | 19.96%-6.1pp | 35.62%-21.8pp | 28.90%-15.0pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,531 | $2,147+17.9% | $2,958-14.4% | $3,169-20.1% |
| Admin fee / account holder | $328 | $489-33.1% | $5,134-93.6% | $479-31.7% |