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&T3+ years Filed as: BB & T Service code 15 · EIN 56-1368984 | Recordkeeping | $53,663 |
PRONVEST1 year Service code 52 · EIN 62-1823551 | Indirect Investment Fees | $6,235 |
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 | $56,769 | $75,419-24.7% | $392,568-85.5% | $67,579-16.0% |
| Participation rate | 87.7% | 74.8%+12.9pp | 78.1%+9.7pp | 71.3%+16.5pp |
| Annual return | 17.10% | 36.70%-19.6pp | 24.42%-7.3pp | 378.56%-361.5pp |
| Employer contribution / active EE | $1,474 | $2,636-44.1% | $3,783-61.0% | $2,148-31.4% |
| Participant deferral / active EE | $3,152 | $4,347-27.5% | $5,985-47.3% | $3,539-11.0% |
| Admin fee / account holder | $143 | $114+25.9% | $6,260-97.7% | $142+0.7% |