See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $94,022 |
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES, LLC Service code 99 · EIN 20-5817590 | Other Fees | $53,214 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,381 | $50,956-9.0% | $96,562-52.0% | $86,799-46.6% |
| Participation rate | 90.8% | 65.2%+25.6pp | 69.8%+21.0pp | 72.3%+18.5pp |
| Annual return | 14.39% | 21.27%-6.9pp | 37.78%-23.4pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,252 | $1,111+12.7% | $2,356-46.9% | $2,405-47.9% |
| Participant deferral / active EE | $3,257 | $2,954+10.3% | $3,849-15.4% | $4,131-21.1% |
| Admin fee / account holder | $152 | $166-8.7% | $6,181-97.5% | $170-10.6% |