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 | $44,461 |
SUNTRUST BANKS, INC.8+ years Filed as: SCOTT FREEMAN RET PLAN CONS Service code 70 · EIN 27-0212300 | Consulting Fees | $21,067 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,297 | $72,254+139.8% | $86,677+99.9% | $64,808+167.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -15.57% | 392.42%-408.0pp | 35.91%-51.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $4,224 | $2,393+76.5% | $2,836+48.9% | $2,506+68.5% |
| Participant deferral / active EE | $6,245 | $4,658+34.1% | $4,656+34.1% | $4,310+44.9% |
| Admin fee / account holder | $9 | $174-94.9% | $7,493-99.9% | $188-95.3% |