Filed January 31, 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 8-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.1 year Filed as: BRANCH BANKING AND TRUST COMPANY Service code 27 · EIN 56-1074313 | Advisory (Plan) | $97,617 |
NATIONAL PENN INVESTORS2+ years Service code 27 · EIN 23-2767832 | Advisory (Plan) | $31,800 |
CSB ASSOCIATES2+ years Filed as: CSB ASSOCIATES, INC. Service code 11 · EIN 46-0515009 | Actuarial | $22,900 |
EVEREN SECURITIES INC2+ years Filed as: EVEREN CAPITAL CORPORATION Service code 27 · EIN 36-4019175 | Advisory (Plan) | $15,193 |
WITHUMSMITH+BROWN, PC2+ years Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $6,950 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 8.10% | 11.14%-3.0pp | 16.78%-8.7pp | 10.41%-2.3pp |
| Employer contribution / active EE | $12,658 | $14,043-9.9% | $26,328-51.9% | $14,691-13.8% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |