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 |
|---|---|---|
PRONVEST5+ years Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $34,339 |
BB&T IIA2 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $21,594 |
BB&T1 year Service code 21 · EIN 56-1368984 | Bank Trustee | $17,176 |
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 | $47,538 | $49,138-3.3% | $84,015-43.4% | $65,185-27.1% |
| Participation rate | 90.9% | 60.7%+30.1pp | 69.0%+21.8pp | 70.2%+20.7pp |
| Annual return | 18.96% | 23.00%-4.0pp | 71.31%-52.4pp | 29.38%-10.4pp |
| Employer contribution / active EE | $1,518 | $914+66.1% | $1,983-23.5% | $2,177-30.3% |
| Participant deferral / active EE | $3,250 | $2,397+35.6% | $3,239+0.3% | $3,514-7.5% |
| Admin fee / account holder | $379 | $543-30.3% | $6,101-93.8% | $847-55.3% |