Filed June 8, 2009 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Filed as: BB & T Service code 15 · EIN 56-1368984 | Recordkeeping | $71,504 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,524 | $68,544-33.6% | $115,752-60.7% | $69,631-34.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 70.7%+29.3pp |
| Annual return | 12.85% | 20.97%-8.1pp | 19.41%-6.6pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $1,769 | $2,400-26.3% | $3,492-49.3% | $2,032-13.0% |
| Participant deferral / active EE | $3,362 | $3,887-13.5% | $5,204-35.4% | $3,224+4.3% |
| Admin fee / account holder | $136 | $90+50.8% | $6,278-97.8% | $110+23.3% |