Filed February 11, 2011
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 |
|---|---|---|
PRONVEST2+ years Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $30,750 |
SUNTRUST BANKS, INC.2+ years Filed as: BRANCH BANKING & TRUST Service code 16 · EIN 56-1368984 | Consulting | $20,168 |
BB&T2+ years Service code 52 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,348 | $46,173-42.9% | $170,442-84.5% | $69,631-62.2% |
| Participation rate | 85.0% | 63.9%+21.2pp | 83.6%+1.5pp | 70.7%+14.4pp |
| Annual return | 12.49% | 21.62%-9.1pp | 205.93%-193.4pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $1,764 | $1,610+9.6% | $5,433-67.5% | $2,032-13.2% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $160 | $116+38.1% | $13,880-98.8% | $110+45.0% |