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 |
|---|---|---|
SUNTRUST BANKS, INC.10+ years Filed as: SCOTT FREEMAN RET PLAN CONS Service code 70 · EIN 27-0212300 | Consulting Fees | $22,201 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL RET INS AND ANNUITY CO Service code 15 · EIN 06-1050034 | Recordkeeping | $9,764 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,208 |
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 | $237,997 | $88,890+167.7% | $102,423+132.4% | $77,643+206.5% |
| Participation rate | 96.9% | 80.9%+15.9pp | 76.5%+20.4pp | 70.6%+26.3pp |
| Annual return | 14.10% | 24.98%-10.9pp | 29.32%-15.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $4,861 | $2,698+80.2% | $3,023+60.8% | $2,726+78.3% |
| Participant deferral / active EE | $6,401 | $5,145+24.4% | $5,053+26.7% | $4,647+37.7% |
| Admin fee / account holder | $71 | $235-69.8% | $9,451-99.2% | $430-83.5% |