Filed October 18, 2004
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.1 year Filed as: STERLING CAPITAL MANAGEMENT Service code 28 · EIN 61-1791248 | Investment Management | $8,720,251 |
AON CONSULTING11+ years Service code 11 · EIN 22-2232264 | Actuarial | $8,161,231 |
WESTFIELD CAPITAL MANAGEMENT5 years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 ONE FINANCIAL CENTER, 23RD FLOOR · BOSTON, MA 02111 | Investment Management | $309,947 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLIN TEMPLETON LLC Service code 28 47 WEST 200 SOUTH · SALT LAKE, UT 84101 | Investment Management | $296,300 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 25 · EIN 04-2723880 | Directed Trustee | $137,119 |
KILPATRICK TOWNSEND11+ years Filed as: KILPATRICK TOWNSEND ATTORNEYS Service code 29 · EIN 58-0511774 | Legal | $120,160 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 10.63% | 9.57%+1.1pp | 37.43%-26.8pp | 9.57%+1.1pp |
| Employer contribution / active EE | $0 | $8,891-100.0% | $38,058-100.0% | $8,891-100.0% |
| Participant deferral / active EE | $0 | $333-100.0% | $121-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |