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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.
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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&T4+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $7,884 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,983 | $89,652-36.4% | $141,162-59.6% | $65,185-12.6% |
| Participation rate | 67.9% | 74.7%-6.8pp | 82.5%-14.5pp | 70.2%-2.3pp |
| Annual return | 38.69% | 32.79%+5.9pp | 71.39%-32.7pp | 29.38%+9.3pp |
| Employer contribution / active EE | $282 | $3,065-90.8% | $4,735-94.0% | $2,177-87.0% |
| Participant deferral / active EE | $3,168 | $5,691-44.3% | $6,709-52.8% | $3,514-9.8% |
| Admin fee / account holder | $61 | $569-89.3% | $10,261-99.4% | $847-92.8% |