Filed October 19, 2004 (most recent of 4 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 |
|---|---|---|
FLIPPIN BRUCE & PORTER, INC.1+ years Filed as: FLIPPIN, BRUCE & PORTER, INC. Service code 27 P.O. BOX 6138 · LYNCHBURG, VA 245056138 | Advisory (Plan) | $25,099 |
THE COLONY GROUP LLC1+ years Service code 27 TWO ATLANTIC AVE · BOSTON, MA 02110 | Advisory (Plan) | $10,938 |
CAPGROUP INVESTMENT ADVISORS2+ years Filed as: CAPGROUP MANAGEMENT, LLC Service code 27 7100 FOREST AVE STE 301 · RICHMOND, VA 23226 | Advisory (Plan) | $10,666 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $3,537 |
SUNTRUST BANKS, INC.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $3,136 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $236,280 | $46,732+405.6% | $156,549+50.9% | $55,167+328.3% |
| Participation rate | 98.2% | 65.8%+32.4pp | 84.0%+14.2pp | 69.0%+29.2pp |
| Annual return | 8.68% | 17.72%-9.0pp | 32.23%-23.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $7,099 | $2,105+237.2% | $5,501+29.0% | $1,963+261.7% |
| Participant deferral / active EE | $5,391 | $2,204+144.6% | $4,871+10.7% | $3,054+76.5% |
| Admin fee / account holder | $334 | $418-20.1% | $13,027-97.4% | $504-33.6% |