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&T4 years Service code 21 · EIN 56-1368984 | Bank Trustee | $28,817 |
BB&T IIA4 years Service code 52 · EIN 56-1368984 | Indirect Investment Fees | $18,620 |
HANCOCK ASKEW & CO., LLP3 years Filed as: HANOCK ASKEW & CO., LLP Service code 10 · EIN 58-0662558 | Accounting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,041 | $55,636+65.4% | $81,983+12.3% | $73,488+25.2% |
| Participation rate | 94.0% | 62.3%+31.7pp | 69.2%+24.8pp | 70.7%+23.4pp |
| Annual return | 13.24% | 19.07%-5.8pp | 41.31%-28.1pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,577 | $1,625-2.9% | $2,498-36.9% | $2,270-30.5% |
| Participant deferral / active EE | $3,401 | $2,762+23.1% | $3,722-8.6% | $3,740-9.0% |
| Admin fee / account holder | $412 | $493-16.5% | $5,664-92.7% | $513-19.8% |