Filed July 9, 2018
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 |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES Service code 27 8006 DISCOVERY DRIVE · HENRICO, VA 23229 | Advisory (Plan) | $32,770 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,408 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,108 | $50,106+24.0% | $70,014-11.3% | $57,658+7.7% |
| Participation rate | 79.3% | 70.9%+8.4pp | 71.8%+7.5pp | 70.2%+9.1pp |
| Annual return | 10.33% | 14.58%-4.3pp | 12.99%-2.7pp | 5.13%+5.2pp |
| Employer contribution / active EE | $2,184 | $1,739+25.5% | $2,338-6.6% | $1,974+10.6% |
| Participant deferral / active EE | $4,455 | $2,486+79.2% | $2,931+52.0% | $3,061+45.6% |
| Admin fee / account holder | $135 | $89+51.1% | $4,380-96.9% | $95+42.6% |