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 Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $18,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,624 | $98,982-68.1% | $162,163-80.5% | $65,185-51.5% |
| Participation rate | 57.6% | 85.8%-28.2pp | 87.6%-30.0pp | 70.2%-12.6pp |
| Annual return | 21.65% | 24.84%-3.2pp | 115.59%-93.9pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,825 | $3,467-47.4% | $5,614-67.5% | $2,177-16.2% |
| Participant deferral / active EE | $3,973 | $5,384-26.2% | $7,298-45.6% | $3,514+13.1% |
| Admin fee / account holder | $145 | $596-75.6% | $10,843-98.7% | $847-82.8% |