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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 Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $8,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $13,022 | $52,953-75.4% | $172,739-92.5% | $65,185-80.0% |
| Participation rate | 35.3% | 66.2%-30.9pp | 82.6%-47.4pp | 70.2%-34.9pp |
| Annual return | 17.74% | 30.12%-12.4pp | 802.84%-785.1pp | 29.38%-11.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $354 | $2,471-85.7% | $5,198-93.2% | $3,514-89.9% |
| Admin fee / account holder | $150 | $472-68.3% | $13,954-98.9% | $847-82.3% |