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&T3+ years Filed as: BB AND T Service code 21 · EIN 56-1368984 | Bank Trustee | $18,503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,133 | $81,537-6.6% | $149,718-49.1% | $69,631+9.3% |
| Participation rate | 90.8% | 86.1%+4.7pp | 87.1%+3.8pp | 70.7%+20.2pp |
| Annual return | 45.21% | 22.79%+22.4pp | 1501.63%-1456.4pp | 27571.02%-27525.8pp |
| Employer contribution / active EE | $2,061 | $3,239-36.4% | $5,445-62.1% | $2,032+1.4% |
| Participant deferral / active EE | $3,621 | $4,994-27.5% | $6,569-44.9% | $3,224+12.3% |
| Admin fee / account holder | $18 | $107-83.3% | $11,283-99.8% | $110-83.8% |