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&T5+ years Service code 16 · EIN 56-1368984 | Consulting | $32,902 |
BB&T IIA1 year Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $12,150 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,520 | $73,404-76.1% | $87,100-79.9% | $67,579-74.1% |
| Participation rate | 96.7% | 80.9%+15.9pp | 76.9%+19.9pp | 71.3%+25.5pp |
| Annual return | 21.15% | 48.29%-27.1pp | 28.19%-7.0pp | 378.56%-357.4pp |
| Employer contribution / active EE | $746 | $2,014-62.9% | $2,521-70.4% | $2,148-65.3% |
| Participant deferral / active EE | $1,789 | $3,913-54.3% | $4,049-55.8% | $3,539-49.4% |
| Admin fee / account holder | $108 | $142-23.8% | $7,497-98.6% | $142-24.1% |