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 INC3 years Filed as: BB&T SECURITIES, LLC Service code 23 · EIN 20-5817590 | Insurance services; Insurance brokera... | $35,977 |
Service code 10 · EIN 54-1467814 | Accounting | $14,700 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,280 |
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 | $47,826 | $64,286-25.6% | $90,951-47.4% | $73,409-34.9% |
| Participation rate | 83.5% | 63.6%+20.0pp | 69.0%+14.5pp | 72.2%+11.4pp |
| Annual return | 14.21% | 21.45%-7.2pp | 134.60%-120.4pp | 59.29%-45.1pp |
| Employer contribution / active EE | $1,004 | $895+12.3% | $2,122-52.7% | $2,234-55.0% |
| Participant deferral / active EE | $4,127 | $2,453+68.3% | $3,373+22.4% | $3,805+8.5% |
| Admin fee / account holder | $117 | $287-59.4% | $5,959-98.0% | $158-26.1% |