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 & COMPANY3+ years Service code 10 5901 PEACHTREE DUNWOODY RD, STE 170 · ATLANTA, GA 30328 | Accounting | $36,957 |
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST BANK Service code 26 · EIN 58-0466330 | Advisory (Participants) | $22,386 |
KING & SPALDING LLP1 year Filed as: KING & SPALDING Service code 29 1180 PEACHTREE ST NE, SUITE 1600 · ATLANTA, GA 30309 | Legal | $6,681 |
THE BERWYN GROUP1 year Service code 15 2 SUMMIT PARK DR, SUITE 610 · INDEPENDENCE, OH 44131 | Recordkeeping | $5,280 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,910-100.0% | $158,640-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.4%-35.4pp | 22.2%-22.2pp | 45.9%-45.9pp |
| Annual return | -15.88% | 9.33%-25.2pp | 10.65%-26.5pp | 10.21%-26.1pp |
| Employer contribution / active EE | $0 | $36,456-100.0% | $30,880-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $65-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,630-100.0% | $1,478-100.0% | $13,518-100.0% |