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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.
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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&T5+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $17,360 |
PRONVEST4 years Service code 27 · EIN 62-1823351 | Advisory (Plan) | $7,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,490 | $58,879-66.9% | $178,490-89.1% | $73,488-73.5% |
| Participation rate | 45.0% | 66.2%-21.3pp | 81.9%-37.0pp | 70.7%-25.7pp |
| Annual return | 0.31% | 24.86%-24.5pp | 151.07%-150.8pp | 28.51%-28.2pp |
| Employer contribution / active EE | $583 | $2,236-73.9% | $5,011-88.4% | $2,270-74.3% |
| Participant deferral / active EE | $1,149 | $2,567-55.2% | $5,202-77.9% | $3,740-69.3% |
| Admin fee / account holder | $306 | $400-23.5% | $13,984-97.8% | $513-40.3% |