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 | $42,987 |
SUNTRUST BANKS, INC.7+ years Filed as: SCOTT FREEMAN RET PLAN CONS Service code 70 · EIN 27-0212300 | Consulting Fees | $21,763 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,434 | $185,342+12.5% | $111,297+87.3% | $86,799+140.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 11.46% | 500.80%-489.3pp | 54.65%-43.2pp | 97.91%-86.4pp |
| Employer contribution / active EE | $4,281 | $2,246+90.6% | $2,731+56.8% | $2,405+78.0% |
| Participant deferral / active EE | $6,349 | $4,458+42.4% | $4,487+41.5% | $4,131+53.7% |
| Admin fee / account holder | $10 | $255-96.2% | $7,964-99.9% | $170-94.2% |