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 |
|---|---|---|
BB&T1 year Service code 21 · EIN 56-1368984 | Bank Trustee | $47,289 |
BB&T IIA1 year Service code 52 · EIN 56-1368984 | Indirect Investment Fees | $14,227 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,673 | $46,297+123.9% | $71,671+44.6% | $62,292+66.4% |
| Participation rate | 92.0% | 60.6%+31.4pp | 68.7%+23.3pp | 69.5%+22.5pp |
| Annual return | 19.60% | 22.32%-2.7pp | 20.65%-1.0pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,782 | $1,412+26.2% | $2,460-27.6% | $2,042-12.8% |
| Participant deferral / active EE | $3,414 | $2,235+52.7% | $3,438-0.7% | $3,169+7.7% |
| Admin fee / account holder | $544 | $461+18.2% | $5,558-90.2% | $479+13.6% |