Filed May 30, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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: PRUDENTIAL RET INS AND ANNUITY CO Service code 15 · EIN 06-1050034 | Recordkeeping | $57,701 |
SUNTRUST BANKS, INC.4+ years Filed as: SCOTT FREEMAN RET PLAN CONS Service code 70 · EIN 27-0212300 | Consulting Fees | $17,072 |
Filed as: ROYAL ALLIANCE ASSOC Service code 27 | Advisory (Plan) | $0 |
Filed as: SIGNATOR INVESTORS INC. Service code 27 · EIN 04-3283827 | Advisory (Plan) | $0 |
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 | $136,180 | $65,118+109.1% | $76,768+77.4% | $55,725+144.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -5.78% | -1.27%-4.5pp | 2.43%-8.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $3,810 | $1,941+96.3% | $2,485+53.3% | $2,078+83.4% |
| Participant deferral / active EE | $5,573 | $3,688+51.1% | $3,852+44.7% | $3,356+66.1% |
| Admin fee / account holder | $7 | $116-94.4% | $6,675-99.9% | $115-94.4% |