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 year Service code 37 · EIN 56-1368984 | Loan Processing | $26,023 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $12,571 |
BB&T3 years Filed as: BB AND T Service code 52 | Indirect Investment Fees | $0 |
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 | $21,004 | $79,694-73.6% | $96,139-78.2% | $79,386-73.5% |
| Participation rate | 96.2% | 54.0%+42.3pp | 68.4%+27.8pp | 70.7%+25.5pp |
| Annual return | 16.91% | 40.84%-23.9pp | 191.94%-175.0pp | 116.85%-99.9pp |
| Employer contribution / active EE | $1,087 | $1,443-24.7% | $2,797-61.1% | $2,427-55.2% |
| Participant deferral / active EE | $1,662 | $2,539-34.5% | $4,349-61.8% | $4,046-58.9% |
| Admin fee / account holder | $139 | $630-78.0% | $5,537-97.5% | $626-77.9% |