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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $44,050 |
WINDHAM BRANNON2 years Filed as: WINDHAM BRANNON, P.C. Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $13,000 |
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 | $69,816 | $73,638-5.2% | $95,952-27.2% | $73,488-5.0% |
| Participation rate | 98.1% | 76.2%+21.9pp | 77.1%+21.0pp | 70.7%+27.4pp |
| Annual return | 13.27% | 16.78%-3.5pp | 91.61%-78.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $8,344 | $1,863+347.8% | $2,541+228.4% | $2,270+267.6% |
| Participant deferral / active EE | $3,954 | $3,617+9.3% | $4,167-5.1% | $3,740+5.7% |
| Admin fee / account holder | $204 | $482-57.6% | $6,795-97.0% | $513-60.1% |