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 8-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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $38,368 |
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES Service code 99 · EIN 20-5817590 | Other Fees | $34,531 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,997 | $40,174-20.4% | $84,015-61.9% | $67,579-52.7% |
| Participation rate | 94.0% | 62.7%+31.3pp | 69.0%+25.0pp | 71.3%+22.7pp |
| Annual return | 23.74% | 25.82%-2.1pp | 71.31%-47.6pp | 378.56%-354.8pp |
| Employer contribution / active EE | $1,126 | $808+39.4% | $1,983-43.2% | $2,148-47.6% |
| Participant deferral / active EE | $2,585 | $2,301+12.3% | $3,239-20.2% | $3,539-27.0% |
| Admin fee / account holder | $61 | $128-52.4% | $6,101-99.0% | $142-57.1% |