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&T6+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $34,150 |
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 | $50,739 | $35,986+41.0% | $77,482-34.5% | $73,488-31.0% |
| Participation rate | 88.4% | 40.8%+47.5pp | 54.2%+34.2pp | 70.7%+17.7pp |
| Annual return | 11.64% | 19.26%-7.6pp | 54.79%-43.1pp | 28.51%-16.9pp |
| Employer contribution / active EE | $1,408 | $557+152.5% | $986+42.7% | $2,270-38.0% |
| Participant deferral / active EE | $3,042 | $1,198+154.0% | $1,861+63.5% | $3,740-18.6% |
| Admin fee / account holder | $203 | $466-56.4% | $2,858-92.9% | $513-60.4% |