Filed April 20, 2012 (most recent of 2 filings on file)
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&T1+ years Filed as: BB&T INSTITUTIONAL INV ADVISORS INC Service code 27 · EIN 57-0956597 | Advisory (Plan) | $26,878 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 15 · EIN 23-2186884 | Recordkeeping | $17,300 |
BLACK & PINCKARD LLC1+ years Filed as: BLACK & PINCKARD, LLC Service code 10 · EIN 26-0079381 | Accounting | $14,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $100,230 | $65,263+53.6% | $90,223+11.1% | $55,191+81.6% |
| Participation rate | 97.4% | 79.0%+18.4pp | 79.0%+18.3pp | 69.2%+28.2pp |
| Annual return | 0.30% | 2.81%-2.5pp | 1.31%-1.0pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,155 | $4,153-48.1% | $4,378-50.8% | $1,899+13.5% |
| Participant deferral / active EE | $7,492 | $5,564+34.7% | $5,792+29.4% | $3,046+145.9% |
| Admin fee / account holder | $64 | $116-44.8% | $7,406-99.1% | $91-29.4% |