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.3+ years Service code 27 P.O. BOX 6138 · LYNCHBURG, VA 245056138 | Advisory (Plan) | $26,538 |
THE COLONY GROUP LLC2+ years Service code 27 TWO ATLANTIC AVE · BOSTON, MA 02110 | Advisory (Plan) | $16,995 |
SUNTRUST BANKS, INC.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $3,102 |
TD AMERITRADE, INC.3+ years Service code 33 | Securities brokerage | $0 |
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 | $263,622 | $55,453+375.4% | $170,442+54.7% | $62,292+323.2% |
| Participation rate | 97.2% | 66.4%+30.8pp | 83.6%+13.6pp | 69.5%+27.7pp |
| Annual return | 16.00% | 21.38%-5.4pp | 205.93%-189.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $7,969 | $2,164+268.3% | $5,433+46.7% | $2,042+290.2% |
| Participant deferral / active EE | $5,977 | $2,303+159.6% | $4,939+21.0% | $3,169+88.6% |
| Admin fee / account holder | $299 | $455-34.3% | $13,880-97.8% | $479-37.6% |