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 SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $22,837 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,225 | $55,449-36.5% | $83,848-58.0% | $56,287-37.4% |
| Participation rate | 70.1% | 68.0%+2.1pp | 76.1%-6.0pp | 69.9%+0.3pp |
| Annual return | -6.86% | -1.38%-5.5pp | 850.88%-857.7pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,245 | $2,430-48.8% | $3,631-65.7% | $2,111-41.0% |
| Participant deferral / active EE | $2,547 | $2,935-13.2% | $4,082-37.6% | $3,350-24.0% |
| Admin fee / account holder | $211 | $656-67.8% | $5,478-96.1% | $521-59.4% |