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&T2+ years Filed as: BB&T INSTITUTIONAL INV ADVISORS INC Service code 27 · EIN 57-0956597 | Advisory (Plan) | $19,919 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 15 · EIN 23-2186884 | Recordkeeping | $19,340 |
BLACK & PINCKARD LLC2+ years Filed as: BLACK & PINCKARD, LLC Service code 10 · EIN 26-0079381 | Accounting | $3,875 |
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 | $105,412 | $66,750+57.9% | $105,722-0.3% | $57,658+82.8% |
| Participation rate | 97.5% | 79.2%+18.4pp | 78.9%+18.6pp | 70.2%+27.3pp |
| Annual return | 7.50% | 10.99%-3.5pp | 12.25%-4.8pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,298 | $3,766-39.0% | $4,079-43.6% | $1,974+16.5% |
| Participant deferral / active EE | $7,246 | $4,933+46.9% | $5,326+36.1% | $3,061+136.8% |
| Admin fee / account holder | $48 | $88-45.2% | $8,308-99.4% | $95-49.1% |