Filed November 9, 2005 (most recent of 2 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 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 |
|---|---|---|
JLM ACTUARIAL, LLC1 year Service code 11 · EIN 82-3763658 | Actuarial | $34,750 |
SUNTRUST BANKS, INC.4+ years Filed as: SUNTRUST BANK Service code 21 · EIN 58-1575035 | Bank Trustee | $20,830 |
SMITH & HOWARD, PC4+ years Service code 10 · EIN 58-1250486 | Accounting | $17,500 |
FIDUCIARYVEST LLC3 years Service code 17 · EIN 20-2217636 | Pension Consulting | $15,441 |
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.
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 | $18,806-100.0% | $171,071-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.4%-37.4pp | 14.6%-14.6pp |
| Annual return | -5.91% | -1.00%-4.9pp | -3.19%-2.7pp | 10.56%-16.5pp |
| Employer contribution / active EE | $12,545 | $16,990-26.2% | $48,658-74.2% | $13,643-8.0% |
| Participant deferral / active EE | $0 | $22-100.0% | $273-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $5,129-100.0% | $3,354-100.0% |