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&T3+ years Filed as: BB & T Service code 21 · EIN 56-1368984 | Bank Trustee | $21,837 |
PRONVEST3+ years Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $15,979 |
BB&T IIA1 year Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $4,703 |
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 | $39,093 | $67,606-42.2% | $82,313-52.5% | $70,131-44.3% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 12.42% | 21.57%-9.1pp | 25.88%-13.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,028 | $1,755-41.4% | $2,428-57.7% | $2,342-56.1% |
| Participant deferral / active EE | $2,686 | $2,987-10.1% | $3,706-27.5% | $3,332-19.4% |
| Admin fee / account holder | $519 | $4,512-88.5% | $5,608-90.8% | $4,645-88.8% |