Filed September 16, 2013
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 |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $1,801 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,807 | $54,320-12.0% | $67,652-29.3% | $52,331-8.6% |
| Participation rate | 83.7% | 73.6%+10.1pp | 75.7%+8.0pp | 68.1%+15.6pp |
| Annual return | -0.31% | 6.81%-7.1pp | 6625.04%-6625.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $8,153 | $1,544+428.2% | $2,266+259.9% | $1,882+333.3% |
| Participant deferral / active EE | $2,300 | $2,950-22.0% | $3,560-35.4% | $3,022-23.9% |
| Admin fee / account holder | $13 | $527-97.6% | $4,821-99.7% | $592-97.8% |