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 | $43,824 |
SUNTRUST BANKS, INC.6+ years Filed as: SCOTT FREEMAN RET PLAN CONS Service code 70 · EIN 27-0212300 | Consulting Fees | $18,108 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $3,405 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,378 | $79,519+143.2% | $95,952+101.5% | $73,409+163.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 14.69% | 19.20%-4.5pp | 91.61%-76.9pp | 59.29%-44.6pp |
| Employer contribution / active EE | $4,036 | $2,048+97.1% | $2,541+58.8% | $2,234+80.7% |
| Participant deferral / active EE | $5,792 | $4,138+40.0% | $4,167+39.0% | $3,805+52.2% |
| Admin fee / account holder | $11 | $184-94.2% | $6,795-99.8% | $158-93.2% |