See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Service code 14 · EIN 56-1368984 | Plan Administrator | $134,224 |
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 | $44,858 | $50,498-11.2% | $75,781-40.8% | $55,191-18.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 0.87% | 1.80%-0.9pp | 9.68%-8.8pp | 10.78%-9.9pp |
| Employer contribution / active EE | $2,436 | $2,291+6.3% | $3,323-26.7% | $1,899+28.3% |
| Participant deferral / active EE | $1,765 | $2,589-31.8% | $3,651-51.7% | $3,046-42.1% |
| Admin fee / account holder | $131 | $123+6.1% | $5,299-97.5% | $91+43.8% |