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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.
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&T3+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $7,506 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,518 | $58,726-68.5% | $92,233-79.9% | $62,292-70.3% |
| Participation rate | 87.3% | 68.3%+18.9pp | 76.5%+10.8pp | 69.5%+17.8pp |
| Annual return | 18.48% | 43.62%-25.1pp | 176.28%-157.8pp | 28.90%-10.4pp |
| Employer contribution / active EE | $399 | $2,392-83.3% | $3,679-89.2% | $2,042-80.5% |
| Participant deferral / active EE | $1,870 | $2,766-32.4% | $3,897-52.0% | $3,169-41.0% |
| Admin fee / account holder | $68 | $556-87.8% | $5,194-98.7% | $479-85.9% |