Filed October 27, 2005
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 |
|---|---|---|
BB&T1 year Filed as: BB & T Service code 15 · EIN 56-1368984 | Recordkeeping | $91,997 |
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 | $52,073 | $47,977+8.5% | $154,107-66.2% | $56,287-7.5% |
| Participation rate | 73.9% | 66.2%+7.7pp | 83.0%-9.1pp | 69.9%+4.1pp |
| Annual return | -3.67% | 3.54%-7.2pp | 735.12%-738.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,255 | $2,169-42.1% | $5,298-76.3% | $2,111-40.6% |
| Participant deferral / active EE | $3,188 | $2,392+33.3% | $5,081-37.2% | $3,350-4.8% |
| Admin fee / account holder | $403 | $438-7.9% | $13,411-97.0% | $521-22.5% |