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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,500 |
SMITH & HOWARD, PC10+ years Service code 10 · EIN 58-1250486 | Accounting | $23,000 |
JLM ACTUARIAL, LLC7 years Service code 11 · EIN 82-3763658 | Actuarial | $21,300 |
SUNTRUST BANKS, INC.5 years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $20,372 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,477-100.0% | $157,677-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 28.6%-28.6pp | 11.0%-11.0pp |
| Annual return | 3.65% | 9.01%-5.4pp | 8.39%-4.7pp | 8.23%-4.6pp |
| Employer contribution / active EE | $20,606 | $10,608+94.2% | $41,487-50.3% | $13,859+48.7% |
| Participant deferral / active EE | $0 | $350-100.0% | $40-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $6,127-100.0% | $3,303-100.0% | $1,652-100.0% |