Filed October 25, 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.
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 |
|---|---|---|
GOLDMAN SACHS10+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $808,311 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST BANK Service code 28 · EIN 56-1074313 | Investment Management | $216,767 |
AON CONSULTING10+ years Service code 11 · EIN 22-2232264 | Actuarial | $122,871 |
EISNERAMPER LLP5 years Service code 10 · EIN 13-1639826 | Accounting | $32,760 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 8.28% | 10.71%-2.4pp | 9.49%-1.2pp | 10.71%-2.4pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $29,215-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $359-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |