Filed June 4, 2013 (most recent of 5 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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 28 · EIN 59-1237041 | Investment Management | $709,585 |
Service code 11 · EIN 53-0181291 | Actuarial | $209,542 |
SUNTRUST BANKS, INC.2 years Filed as: BRANCH BANKING AND TRUST CO. Service code 21 200 W. 2ND STREET · WINSTON-SALEM, NC 27101 | Bank Trustee | $91,417 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN CAPITAL MANAGEMENT Service code 28 · EIN 27-4453139 | Investment Management | $36,855 |
EDGEWOOD MANAGEMENT LLC4 years Service code 51 · EIN 20-4044179 | Investment Mgmt Fees | $19,141 |
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.
Employer contribution per participant 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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 18.00% | 15.61%+2.4pp | 20.73%-2.7pp | 53.27%-35.3pp |
| Employer contribution / active EE | $994 | $10,773-90.8% | $36,500-97.3% | $14,774-93.3% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |