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.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $38,702 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, P.C. Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $14,543 |
BITZER US INC1 year Service code 99 4080 ENTERPRISE WY · FLOWERY BRANCH, GA 30542 | Other Fees | $9,000 |
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 | $68,871 | $65,376+5.3% | $87,100-20.9% | $65,185+5.7% |
| Participation rate | 80.8% | 75.3%+5.5pp | 76.9%+3.9pp | 70.2%+10.6pp |
| Annual return | 18.93% | 31.27%-12.3pp | 28.19%-9.3pp | 29.38%-10.5pp |
| Employer contribution / active EE | $8,305 | $1,822+355.7% | $2,521+229.4% | $2,177+281.5% |
| Participant deferral / active EE | $3,852 | $3,388+13.7% | $4,049-4.8% | $3,514+9.6% |
| Admin fee / account holder | $254 | $520-51.1% | $7,497-96.6% | $847-70.0% |