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&T3 years Filed as: BB & T Service code 15 · EIN 56-1368984 | Recordkeeping | $46,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,844 | $52,293+25.9% | $178,490-63.1% | $73,409-10.3% |
| Participation rate | 50.9% | 65.3%-14.5pp | 81.9%-31.1pp | 72.2%-21.3pp |
| Annual return | 20.34% | 34.75%-14.4pp | 151.07%-130.7pp | 59.29%-39.0pp |
| Employer contribution / active EE | $750 | $1,735-56.8% | $5,011-85.0% | $2,234-66.4% |
| Participant deferral / active EE | $2,252 | $2,332-3.4% | $5,202-56.7% | $3,805-40.8% |
| Admin fee / account holder | $210 | $127+65.0% | $13,984-98.5% | $158+33.1% |