Filed July 20, 2001
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,848 |
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $9,820 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,582 | $65,376-34.9% | $87,100-51.1% | $65,185-34.7% |
| Participation rate | 86.9% | 75.3%+11.5pp | 76.9%+10.0pp | 70.2%+16.7pp |
| Annual return | 24.53% | 31.27%-6.7pp | 28.19%-3.7pp | 29.38%-4.9pp |
| Employer contribution / active EE | $623 | $1,822-65.8% | $2,521-75.3% | $2,177-71.4% |
| Participant deferral / active EE | $3,412 | $3,388+0.7% | $4,049-15.7% | $3,514-2.9% |
| Admin fee / account holder | $101 | $520-80.5% | $7,497-98.6% | $847-88.0% |