Filed October 24, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $36,181 |
BB&T IIA1+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $15,941 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 28 · EIN 47-0533629 | Investment Management | $2,997 |
BB&T1+ years Service code 52 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,904 | $50,498-30.9% | $75,781-53.9% | $55,191-36.8% |
| Participation rate | 88.0% | 69.4%+18.6pp | 75.8%+12.2pp | 69.2%+18.8pp |
| Annual return | -0.34% | 1.80%-2.1pp | 9.68%-10.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $865 | $2,291-62.2% | $3,323-74.0% | $1,899-54.4% |
| Participant deferral / active EE | $2,179 | $2,589-15.8% | $3,651-40.3% | $3,046-28.5% |
| Admin fee / account holder | $186 | $123+51.3% | $5,299-96.5% | $91+105.0% |