See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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&T2+ years Service code 15 · EIN 56-1368984 | Recordkeeping | $34,970 |
SHDR IA2+ years Filed as: SHDR INVESTMENT ADVISERS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $7,766 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,547 | $75,183+13.8% | $123,892-31.0% | $55,167+55.1% |
| Participation rate | 91.0% | 72.8%+18.2pp | 81.4%+9.6pp | 69.0%+22.0pp |
| Annual return | 7.71% | 19.01%-11.3pp | 47.52%-39.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $772 | $2,823-72.6% | $4,617-83.3% | $1,963-60.6% |
| Participant deferral / active EE | $4,775 | $5,084-6.1% | $5,984-20.2% | $3,054+56.4% |
| Admin fee / account holder | $385 | $663-41.9% | $8,357-95.4% | $504-23.6% |