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 |
|---|---|---|
PRONVEST5+ years Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $36,100 |
SUNTRUST BANKS, INC.5+ years Filed as: BRANCH BANKING & TRUST Service code 16 · EIN 56-1368984 | Consulting | $21,311 |
BB&T5+ 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 | $21,340 | $52,293-59.2% | $178,490-88.0% | $73,409-70.9% |
| Participation rate | 97.8% | 65.3%+32.5pp | 81.9%+15.9pp | 72.2%+25.7pp |
| Annual return | 1.64% | 34.75%-33.1pp | 151.07%-149.4pp | 59.29%-57.7pp |
| Employer contribution / active EE | $2,239 | $1,735+29.0% | $5,011-55.3% | $2,234+0.2% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $137 | $127+7.3% | $13,984-99.0% | $158-13.4% |