Filed July 22, 2006
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 10-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&T1+ years Filed as: BB AND T Service code 21 · EIN 56-1368984 | Bank Trustee | $33,590 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,110 | $39,245-33.5% | $64,105-59.3% | $52,331-50.1% |
| Participation rate | 75.7% | 58.2%+17.5pp | 68.2%+7.5pp | 68.1%+7.6pp |
| Annual return | -0.13% | 14.79%-14.9pp | 791.24%-791.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,320 | $736+79.4% | $1,820-27.4% | $1,882-29.8% |
| Participant deferral / active EE | $1,721 | $1,992-13.6% | $2,822-39.0% | $3,022-43.0% |
| Admin fee / account holder | $166 | $592-71.9% | $4,499-96.3% | $592-71.9% |