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&T4+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $24,023 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,846 | $28,109+24.0% | $71,086-51.0% | $56,287-38.1% |
| Participation rate | 93.0% | 40.4%+52.6pp | 54.7%+38.4pp | 69.9%+23.2pp |
| Annual return | -6.71% | -615.05%+608.3pp | 650.59%-657.3pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,479 | $558+165.3% | $1,088+36.0% | $2,111-29.9% |
| Participant deferral / active EE | $3,275 | $1,116+193.6% | $1,874+74.8% | $3,350-2.2% |
| Admin fee / account holder | $139 | $585-76.3% | $3,082-95.5% | $521-73.3% |