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&T INSURANCE SERVICES D/B/A SHDR3 years Service code 11 · EIN 56-1623293 | Actuarial | $102,206 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT, IN Service code 28 · EIN 13-3200244 | Investment Management | $56,767 |
SUNTRUST BANKS, INC.3 years Filed as: BRANCH BANKING AND TRUST Service code 21 · EIN 56-1368984 | Bank Trustee | $40,293 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $115,878-100.0% | $98,614-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 8.8%-8.8pp | 46.4%-46.4pp |
| Annual return | -3.65% | -2.11%-1.5pp | -0.41%-3.2pp | -82.66%+79.0pp |
| Employer contribution / active EE | $0 | $24,662-100.0% | $15,396-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,511-100.0% | $2,970-100.0% | $11,204-100.0% |