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&T2+ years Filed as: BB & T Service code 15 · EIN 56-1368984 | Recordkeeping | $66,966 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,312 | $64,286-34.2% | $106,387-60.2% | $55,725-24.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.5%+22.5pp | 70.9%+29.1pp |
| Annual return | -2.89% | 0.84%-3.7pp | 0.25%-3.1pp | 244.93%-247.8pp |
| Employer contribution / active EE | $1,832 | $2,367-22.6% | $3,520-48.0% | $2,078-11.8% |
| Participant deferral / active EE | $3,462 | $4,158-16.7% | $5,421-36.1% | $3,356+3.2% |
| Admin fee / account holder | $135 | $102+32.3% | $7,510-98.2% | $115+17.5% |