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 6-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&T1+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $48,195 |
PRONVEST1+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $14,621 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,996 | $89,652+40.5% | $141,162-10.7% | $65,185+93.3% |
| Participation rate | 82.5% | 74.7%+7.8pp | 82.5%0pp | 70.2%+12.3pp |
| Annual return | 19.93% | 32.79%-12.9pp | 71.39%-51.5pp | 29.38%-9.5pp |
| Employer contribution / active EE | $9,111 | $3,065+197.3% | $4,735+92.4% | $2,177+318.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $311 | $569-45.3% | $10,261-97.0% | $847-63.3% |