Filed August 14, 2009
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: BRANCH BANKING AND TRUST Service code 16 · EIN 56-1368984 | Consulting | $11,844 |
BB&T1 year Filed as: BB & T INSTITUTIONAL INV ADVISORS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $7,714 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,711 | $53,901-61.6% | $134,143-84.6% | $73,488-71.8% |
| Participation rate | 88.0% | 62.8%+25.2pp | 72.2%+15.8pp | 70.7%+17.3pp |
| Annual return | 15.81% | 15.82%0pp | 36.33%-20.5pp | 28.51%-12.7pp |
| Employer contribution / active EE | $535 | $1,458-63.3% | $3,704-85.6% | $2,270-76.4% |
| Participant deferral / active EE | $1,390 | $2,739-49.3% | $3,499-60.3% | $3,740-62.8% |
| Admin fee / account holder | $113 | $581-80.5% | $6,684-98.3% | $513-78.0% |