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 |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES, LLC Service code 26 · EIN 20-5817590 | Advisory (Participants) | $9,380 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $9,348 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $966 |
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 | $58,359 | $59,186-1.4% | $76,768-24.0% | $56,287+3.7% |
| Participation rate | 87.8% | 75.2%+12.6pp | 77.0%+10.9pp | 69.9%+18.0pp |
| Annual return | -6.29% | 6.62%-12.9pp | 2.43%-8.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,776 | $1,759+1.0% | $2,485-28.6% | $2,111-15.9% |
| Participant deferral / active EE | $5,178 | $3,255+59.1% | $3,852+34.4% | $3,350+54.6% |
| Admin fee / account holder | $17 | $489-96.6% | $6,675-99.8% | $521-96.8% |