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 | $51,721 |
SUNTRUST BANKS, INC.5+ years Filed as: SCOTT FREEMAN RET PLAN CONS Service code 70 · EIN 27-0212300 | Consulting Fees | $17,427 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $3,412 |
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 | $163,142 | $73,404+122.3% | $87,100+87.3% | $67,579+141.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 21.80% | 48.29%-26.5pp | 28.19%-6.4pp | 378.56%-356.8pp |
| Employer contribution / active EE | $3,815 | $2,014+89.4% | $2,521+51.3% | $2,148+77.6% |
| Participant deferral / active EE | $5,683 | $3,913+45.2% | $4,049+40.4% | $3,539+60.6% |
| Admin fee / account holder | $9 | $142-93.9% | $7,497-99.9% | $142-93.9% |