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 |
|---|---|---|
SWERDLIN & COMPANY2+ years Service code 10 5901 PEACHTREE DUNWOODY RD, STE 170 · ATLANTA, GA 30328 | Accounting | $13,980 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST BANK Service code 26 · EIN 58-0466330 | Advisory (Participants) | $11,250 |
MERCER2+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 16 99 HIGH STREET · BOSTON, MA 02110 | Consulting | $6,939 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,953-100.0% | $139,743-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 35.1%-35.1pp | 22.6%-22.6pp | 45.6%-45.6pp |
| Annual return | -6.43% | 4.05%-10.5pp | 4.97%-11.4pp | 4.16%-10.6pp |
| Employer contribution / active EE | $0 | $35,401-100.0% | $29,721-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $26-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $3,549-100.0% | $3,369-100.0% | $21,465-100.0% |