Filed March 1, 2005
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&T2+ years Filed as: BB AND T Service code 21 · EIN 56-1368984 | Bank Trustee | $16,648 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,724 | $71,802-12.6% | $133,980-53.2% | $57,658+8.8% |
| Participation rate | 95.1% | 85.5%+9.6pp | 87.1%+8.0pp | 70.2%+24.9pp |
| Annual return | 18.26% | 13.51%+4.8pp | 29.30%-11.0pp | 5.13%+13.1pp |
| Employer contribution / active EE | $2,079 | $3,161-34.2% | $5,211-60.1% | $1,974+5.3% |
| Participant deferral / active EE | $3,625 | $4,606-21.3% | $6,282-42.3% | $3,061+18.4% |
| Admin fee / account holder | $19 | $88-77.9% | $9,324-99.8% | $95-79.5% |