Filed January 3, 2011 (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 3-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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 99 HIGH STREET · BOSTON, MA 02110 | Actuarial | $100,017 |
SWERDLIN & COMPANY1+ years Service code 14 5901 PEACHTREE DUNWOODY RD, STE 170 · ATLANTA, GA 30328 | Plan Administrator | $74,188 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANK Service code 26 · EIN 58-0466330 | Advisory (Participants) | $11,250 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 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 | $0 | $226,345-100.0% | $192,069-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 20.4%-20.4pp | 13.2%-13.2pp | 48.7%-48.7pp |
| Annual return | -43.72% | -1.22%-42.5pp | -0.79%-42.9pp | -2.16%-41.6pp |
| Employer contribution / active EE | $0 | $33,950-100.0% | $28,419-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $36-100.0% | $37-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,324-100.0% | $12,572-100.0% |