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 |
|---|---|---|
Filed as: MCGRIFF INSURANCES SERVICES, INC. Service code 11 · EIN 56-1623293 | Actuarial | $22,542 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVIS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $14,543 |
DMJ & CO., PLLC3 years Filed as: DMJ & CO. PLLC Service code 10 · EIN 56-0570567 703 GREEN VALLEY ROAD, SUITE 201 · GREENSBORO, NC 27408 | Accounting | $10,885 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -8.07% | -2.51%-5.6pp | -102.03%+94.0pp | -0.69%-7.4pp |
| Employer contribution / active EE | $40 | $11,346-99.7% | $36,229-99.9% | $16,786-99.8% |
| Participant deferral / active EE | $2,780 | $324+758.6% | $48+5716.9% | $525+429.2% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |