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&T3+ years Filed as: BB&T INSTITUTIONAL INV ADVISORS INC Service code 27 · EIN 57-0956597 | Advisory (Plan) | $26,312 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD Service code 15 · EIN 23-2186884 | Recordkeeping | $17,640 |
BLACK & PINCKARD LLC3+ years Filed as: BLACK & PINCKARD, LLC Service code 10 · EIN 26-0079381 | Accounting | $7,750 |
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 | $119,412 | $72,448+64.8% | $118,746+0.6% | $69,631+71.5% |
| Participation rate | 97.7% | 79.7%+18.0pp | 78.3%+19.4pp | 70.7%+27.0pp |
| Annual return | 16.87% | 19.06%-2.2pp | 24.54%-7.7pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $2,358 | $3,771-37.5% | $4,193-43.8% | $2,032+16.0% |
| Participant deferral / active EE | $7,242 | $4,943+46.5% | $5,332+35.8% | $3,224+124.6% |
| Admin fee / account holder | $57 | $99-42.1% | $10,720-99.5% | $110-48.2% |