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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $7,616 |
BB&T1 year Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $500 |
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 | $14,984 | $49,177-69.5% | $79,464-81.1% | $64,186-76.7% |
| Participation rate | 74.2% | 65.0%+9.1pp | 73.3%+0.8pp | 69.6%+4.6pp |
| Annual return | -6.96% | -1.16%-5.8pp | 718.14%-725.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $482 | $2,076-76.8% | $2,800-82.8% | $2,381-79.7% |
| Participant deferral / active EE | $993 | $2,821-64.8% | $3,704-73.2% | $3,470-71.4% |
| Admin fee / account holder | $105 | $3,839-97.3% | $5,113-97.9% | $4,888-97.8% |