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.1 year Filed as: TRUIST BANK Service code 19 · EIN 56-1074313 | Securities Custodian | $27,800 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $21,336 |
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.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $861,422-100.0% | $861,422-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 14.3%-14.3pp | 37.6%-37.6pp |
| Annual return | -95.19% | 3.34%-98.5pp | 6.57%-101.8pp | 9.30%-104.5pp |
| Employer contribution / active EE | $0 | $46,945-100.0% | $34,489-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,596-100.0% |