Filed September 13, 2017
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 |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: BB&T SECURITIES LLC Service code 55 901 E BYRD ST FL 3 · RICHMOND, VA 23219 | Other Commissions | $16,972 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,325 |
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 | $68,507 | $69,362-1.2% | $101,248-32.3% | $73,488-6.8% |
| Participation rate | 93.8% | 68.4%+25.4pp | 75.8%+18.0pp | 70.7%+23.1pp |
| Annual return | 20.18% | 18.46%+1.7pp | 46.47%-26.3pp | 28.51%-8.3pp |
| Employer contribution / active EE | $2,895 | $2,628+10.1% | $3,660-20.9% | $2,270+27.5% |
| Participant deferral / active EE | $4,953 | $3,300+50.1% | $4,370+13.3% | $3,740+32.5% |
| Admin fee / account holder | $10 | $704-98.6% | $5,945-99.8% | $513-98.0% |