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, LLC6 years Service code 11 · EIN 82-3763658 | Actuarial | $28,450 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,500 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $19,671 |
SMITH & HOWARD, PC9+ years Service code 10 · EIN 58-1250486 | Accounting | $6,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,218-100.0% | $339,002-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 39.1%-39.1pp | 12.4%-12.4pp |
| Annual return | 9.41% | 7.73%+1.7pp | 12.78%-3.4pp | 9.89%-0.5pp |
| Employer contribution / active EE | $22,501 | $15,115+48.9% | $44,816-49.8% | $14,313+57.2% |
| Participant deferral / active EE | $0 | $300-100.0% | $33-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,821-100.0% | $2,002-100.0% | $9,084-100.0% |