Filed November 9, 2015 (most recent of 3 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 |
|---|---|---|
SUNTRUST BANKS, INC.6+ years Filed as: SUNTRUST Service code 28 · EIN 58-0446330 1010 MAIN STREET · LYNCHBURG, VA 24505 | Investment Management | $51,724 |
E CRAIG YOUNG3 years Filed as: CRAIG RYDER Service code 25 4029 CREED ROAD · KITTY HAWK, NC 27949 | Directed Trustee | $20,302 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN, EDWARDS & COMPANY LLP Service code 10 · EIN 54-0504608 319 MCCLANAHAN ST, SW · ROANOKE, VA 24014 | Accounting | $13,600 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $486,797 | $111,608+336.2% | $177,821+173.8% | $73,409+563.1% |
| Participation rate | 99.4% | 87.9%+11.5pp | 87.7%+11.6pp | 72.2%+27.2pp |
| Annual return | 14.48% | 18.23%-3.7pp | 48.32%-33.8pp | 59.29%-44.8pp |
| Employer contribution / active EE | $15,043 | $3,796+296.3% | $5,918+154.2% | $2,234+573.5% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $264 | $166+59.5% | $12,427-97.9% | $158+67.3% |