Filed January 15, 2002 (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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4+ years Service code 21 303 PEACHTREE STREET, 15TH FL · ATLANTA, GA 30308 | Bank Trustee | $64,237 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Service code 16 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Consulting | $40,000 |
ELLIN & TUCKER, CHARTERED2 years Service code 10 100 S CHARLES ST STE 1300 · BALTIMORE, MD 212012714 | Accounting | $13,000 |
COASTAL PENSION SERVICES2 years Service code 99 7230 LEE DEFOREST DR STE 102 · COLUMBIA, MD 210463202 | Other Fees | $4,000 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Securities brok... | $2,716 |
CORNERSTONE WEALTH GROUP1 year Filed as: CORNERSTONE ADVISORY Service code 71 · EIN 74-3193386 | Brokerage Fees | $2,590 |
Assets per participant exceed $250,000 - top-decile high-value 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 | $257,833 | $75,388+242.0% | $123,544+108.7% | $55,725+362.7% |
| Participation rate | 87.0% | 75.7%+11.3pp | 82.3%+4.7pp | 70.9%+16.1pp |
| Annual return | -3.98% | 4.48%-8.5pp | 119.20%-123.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $7,521 | $3,063+145.5% | $4,628+62.5% | $2,078+261.9% |
| Participant deferral / active EE | $9,179 | $5,651+62.4% | $6,426+42.8% | $3,356+173.5% |
| Admin fee / account holder | $222 | $120+85.6% | $9,284-97.6% | $115+93.0% |