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&T3+ years Filed as: BB AND T Service code 21 · EIN 56-1368984 | Bank Trustee | $41,052 |
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 | $28,317 | $48,064-41.1% | $78,778-64.1% | $69,631-59.3% |
| Participation rate | 76.4% | 61.6%+14.8pp | 69.2%+7.2pp | 70.7%+5.7pp |
| Annual return | 41.32% | 21.81%+19.5pp | 35.62%+5.7pp | 27571.02%-27529.7pp |
| Employer contribution / active EE | $1,124 | $744+51.1% | $1,986-43.4% | $2,032-44.7% |
| Participant deferral / active EE | $1,590 | $2,079-23.5% | $2,958-46.2% | $3,224-50.7% |
| Admin fee / account holder | $141 | $152-7.5% | $5,134-97.3% | $110+27.3% |