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 |
|---|---|---|
BB&T2+ years Filed as: BB & T Service code 21 · EIN 56-1368984 | Bank Trustee | $26,977 |
PRONVEST2+ years Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $24,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,135 | $60,349-3.7% | $74,183-21.6% | $62,891-7.6% |
| Participation rate | 55.6% | 72.7%-17.2pp | 76.6%-21.1pp | 69.3%-13.8pp |
| Annual return | 6.58% | 21.37%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $820 | $1,680-51.2% | $2,370-65.4% | $2,281-64.0% |
| Participant deferral / active EE | $2,151 | $2,856-24.7% | $3,550-39.4% | $3,203-32.9% |
| Admin fee / account holder | $550 | $4,261-87.1% | $5,586-90.2% | $4,296-87.2% |