Filed February 21, 2006 (most recent of 2 filings on file)
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 & T Service code 16 · EIN 56-1368984 | Consulting | $22,009 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,897 | $31,388-36.6% | $73,545-72.9% | $62,292-68.1% |
| Participation rate | 98.3% | 39.9%+58.4pp | 54.9%+43.3pp | 69.5%+28.7pp |
| Annual return | 20.33% | 25.34%-5.0pp | -15.16%+35.5pp | 28.90%-8.6pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,452 | $1,028+41.2% | $1,806-19.6% | $3,169-54.2% |
| Admin fee / account holder | $162 | $299-45.9% | $2,320-93.0% | $479-66.2% |