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&T3+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $33,945 |
PRO PRINT3+ years Filed as: PRO N VEST Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $9,436 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $54,933 | $63,299-13.2% | $91,001-39.6% | $62,292-11.8% |
| Participation rate | 82.1% | 73.3%+8.8pp | 75.6%+6.5pp | 69.5%+12.6pp |
| Annual return | 17.12% | 20.99%-3.9pp | 4.60%+12.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $912 | $1,807-49.5% | $2,456-62.9% | $2,042-55.4% |
| Participant deferral / active EE | $2,452 | $2,943-16.7% | $3,547-30.9% | $3,169-22.6% |
| Admin fee / account holder | $440 | $468-6.0% | $5,417-91.9% | $479-8.3% |