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 |
|---|---|---|
MCGRIFF INSURANCE SERVICES2 years Filed as: MCGRIFF INSURANCES SERVICES, INC. Service code 11 · EIN 56-1623293 | Actuarial | $26,549 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVIS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $12,636 |
DMJ & CO., PLLC4 years Filed as: DMJ & CO. PLLC Service code 10 · EIN 56-0570567 703 GREEN VALLEY ROAD, SUITE 201 · GREENSBORO, NC 27408 | Accounting | $11,625 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $5,503 |
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.
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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 15.16% | 12.96%+2.2pp | 20.73%-5.6pp | 16.32%-1.2pp |
| Employer contribution / active EE | $1,645 | $12,913-87.3% | $36,500-95.5% | $17,007-90.3% |
| Participant deferral / active EE | $2,424 | $148+1534.6% | $77+3033.3% | $406+496.7% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |