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 |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: BB&T SECURITIES, LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $33,985 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,620 |
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 | $45,339 | $40,174+12.9% | $84,015-46.0% | $67,579-32.9% |
| Participation rate | 80.8% | 62.7%+18.2pp | 69.0%+11.8pp | 71.3%+9.6pp |
| Annual return | 20.74% | 25.82%-5.1pp | 71.31%-50.6pp | 378.56%-357.8pp |
| Employer contribution / active EE | $976 | $808+20.9% | $1,983-50.8% | $2,148-54.5% |
| Participant deferral / active EE | $4,180 | $2,301+81.7% | $3,239+29.1% | $3,539+18.1% |
| Admin fee / account holder | $123 | $128-3.8% | $6,101-98.0% | $142-13.2% |