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&T4+ years Filed as: BB & T Service code 15 · EIN 56-1368984 | Recordkeeping | $47,437 |
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 | $67,921 | $73,823-8.0% | $379,746-82.1% | $73,488-7.6% |
| Participation rate | 74.5% | 73.1%+1.4pp | 78.4%-3.9pp | 70.7%+3.8pp |
| Annual return | 9.82% | 29.06%-19.2pp | 34.90%-25.1pp | 28.51%-18.7pp |
| Employer contribution / active EE | $1,105 | $2,472-55.3% | $3,540-68.8% | $2,270-51.3% |
| Participant deferral / active EE | $3,396 | $4,038-15.9% | $6,024-43.6% | $3,740-9.2% |
| Admin fee / account holder | $189 | $607-68.9% | $7,927-97.6% | $513-63.2% |