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&T7+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $15,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,145 | $39,286+60.7% | $80,716-21.8% | $79,386-20.5% |
| Participation rate | 90.1% | 41.0%+49.1pp | 54.2%+35.9pp | 70.7%+19.4pp |
| Annual return | 13.07% | 98.95%-85.9pp | 87.28%-74.2pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,823 | $594+207.0% | $1,160+57.2% | $2,427-24.9% |
| Participant deferral / active EE | $3,919 | $1,264+210.1% | $2,146+82.6% | $4,046-3.1% |
| Admin fee / account holder | $95 | $647-85.3% | $3,380-97.2% | $626-84.9% |