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&T2 years Filed as: BB & T Service code 15 · EIN 56-1368984 | Recordkeeping | $48,100 |
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 | $54,677 | $52,953+3.3% | $172,739-68.3% | $65,185-16.1% |
| Participation rate | 82.2% | 66.2%+16.0pp | 82.6%-0.5pp | 70.2%+12.0pp |
| Annual return | 24.57% | 30.12%-5.6pp | 802.84%-778.3pp | 29.38%-4.8pp |
| Employer contribution / active EE | $1,285 | $2,190-41.3% | $5,143-75.0% | $2,177-41.0% |
| Participant deferral / active EE | $3,190 | $2,471+29.1% | $5,198-38.6% | $3,514-9.2% |
| Admin fee / account holder | $196 | $472-58.4% | $13,954-98.6% | $847-76.8% |