Filed August 20, 2013 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-1051736 | Bank Trustee | $23,558 |
SUNTRUST BANKS, INC.1 year Filed as: BRANCH BANKING AND TRUST COMPANY Service code 21 255 SOUTH ORANGE AVENUE · ORLANDO, FL 32801 | Bank Trustee | $18,347 |
See 1 actuary disclosure with Solo.
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $44,091-100.0% | $107,664-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 4.5%-4.5pp |
| Annual return | 14.48% | 12.12%+2.4pp | 337.46%-323.0pp | 13.95%+0.5pp |
| Employer contribution / active EE | $10,204 | $13,419-24.0% | $20,191-49.5% | $16,598-38.5% |
| Participant deferral / active EE | $0 | $14-100.0% | $30-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,663-100.0% | $612-100.0% |