See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
SECURITIES AMERICA INC3 years Filed as: BB&T SECURITIES LLC Service code 27 901 E BYRD ST · RICHMOND, VA 23219 | Advisory (Plan) | $25,892 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $21,601 |
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 | $53,341 | $100,801-47.1% | $149,696-64.4% | $73,409-27.3% |
| Participation rate | 37.0% | 77.7%-40.7pp | 82.5%-45.5pp | 72.2%-35.2pp |
| Annual return | 21.94% | 265.34%-243.4pp | 276.60%-254.7pp | 59.29%-37.4pp |
| Employer contribution / active EE | $3 | $3,312-99.9% | $4,644-99.9% | $2,234-99.9% |
| Participant deferral / active EE | $3,625 | $6,404-43.4% | $6,842-47.0% | $3,805-4.7% |
| Admin fee / account holder | $232 | $181+28.1% | $9,309-97.5% | $158+46.7% |