Filed February 11, 2011
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 |
|---|---|---|
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVIS Service code 27 · EIN 57-0956597 3 INDEPENDENCE POINTE SUITE 102 · GREENVILLE, SC 29615 | Advisory (Plan) | $17,838 |
See 1 actuary disclosure. $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.
Participant contribution per participant 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 | $0 | $78,695-100.0% | $111,575-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 8.4%-8.4pp | 12.6%-12.6pp |
| Annual return | 6.62% | 4.40%+2.2pp | 18.87%-12.3pp | 4.56%+2.1pp |
| Employer contribution / active EE | $5,455 | $10,694-49.0% | $19,828-72.5% | $15,526-64.9% |
| Participant deferral / active EE | $0 | $30-100.0% | $68-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $262-100.0% | $1,711-100.0% |