Filed April 18, 2017 (most recent of 2 filings on file)
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+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $18,974 |
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 | $31,628 | $26,805+18.0% | $59,496-46.8% | $52,331-39.6% |
| Participation rate | 84.2% | 39.3%+44.9pp | 54.6%+29.7pp | 68.1%+16.1pp |
| Annual return | -1.56% | 2.61%-4.2pp | 182.05%-183.6pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,105 | $450+145.7% | $1,153-4.1% | $1,882-41.3% |
| Participant deferral / active EE | $2,255 | $916+146.1% | $1,829+23.3% | $3,022-25.4% |
| Admin fee / account holder | $132 | $305-56.8% | $2,232-94.1% | $592-77.7% |