Filed December 31, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BB&T1 year Service code 15 · EIN 56-1368984 | Recordkeeping | $9,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,294 | $50,666-40.2% | $76,817-60.6% | $65,185-53.5% |
| Participation rate | 67.9% | 68.8%-0.9pp | 72.1%-4.2pp | 70.2%-2.3pp |
| Annual return | 16.23% | 28.51%-12.3pp | 1166.11%-1149.9pp | 29.38%-13.2pp |
| Employer contribution / active EE | $455 | $1,575-71.1% | $2,302-80.2% | $2,177-79.1% |
| Participant deferral / active EE | $1,201 | $2,647-54.6% | $3,336-64.0% | $3,514-65.8% |
| Admin fee / account holder | $127 | $463-72.5% | $6,420-98.0% | $847-85.0% |