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&T5+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $25,834 |
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 | $45,980 | $31,679+45.1% | $74,701-38.4% | $65,185-29.5% |
| Participation rate | 92.4% | 40.4%+52.1pp | 54.5%+38.0pp | 70.2%+22.2pp |
| Annual return | 24.52% | 39.04%-14.5pp | 752.92%-728.4pp | 29.38%-4.9pp |
| Employer contribution / active EE | $1,374 | $566+142.7% | $1,084+26.8% | $2,177-36.9% |
| Participant deferral / active EE | $3,013 | $1,191+153.0% | $1,964+53.5% | $3,514-14.2% |
| Admin fee / account holder | $152 | $379-59.9% | $3,333-95.4% | $847-82.1% |