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 |
|---|---|---|
PRONVEST3+ years Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $34,551 |
SUNTRUST BANKS, INC.3+ years Filed as: BRANCH BANKING & TRUST Service code 16 · EIN 56-1368984 | Consulting | $25,648 |
BB&T3+ years Service code 52 | Indirect Investment Fees | $0 |
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 | $26,041 | $47,977-45.7% | $154,107-83.1% | $56,287-53.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 7.19% | 3.54%+3.7pp | 735.12%-727.9pp | -9.96%+17.1pp |
| Employer contribution / active EE | $2,281 | $2,169+5.2% | $5,298-56.9% | $2,111+8.1% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $187 | $438-57.3% | $13,411-98.6% | $521-64.1% |