Filed October 18, 2004
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 7-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.5+ years Filed as: SUNTRUST BANK Service code 19 · EIN 58-1575035 | Securities Custodian | $29,458 |
FINDLEY2 years Service code 11 · EIN 34-1213174 | Actuarial | $13,464 |
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 | $317,036-100.0% | $671,907-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.0%-15.0pp | 13.0%-13.0pp |
| Annual return | 14.29% | 16.71%-2.4pp | 10.76%+3.5pp | 13.59%+0.7pp |
| Employer contribution / active EE | $7,195 | $24,701-70.9% | $68,795-89.5% | $14,592-50.7% |
| Participant deferral / active EE | $0 | $0 | $229-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $6,717-100.0% | $29,657-100.0% |