Filed June 16, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $82,381 |
STIFEL NICOLAUS & CO INC1 year Service code 49 · EIN 43-0538770 | Other Services | $25,291 |
SUNTRUST BANKS, INC.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,056 | $46,423-15.9% | $75,886-48.5% | $67,579-42.2% |
| Participation rate | 64.9% | 63.1%+1.9pp | 69.3%-4.3pp | 71.3%-6.3pp |
| Annual return | 20.02% | 32.29%-12.3pp | 30.76%-10.7pp | 378.56%-358.5pp |
| Employer contribution / active EE | $633 | $1,406-55.0% | $2,500-74.7% | $2,148-70.5% |
| Participant deferral / active EE | $1,745 | $2,564-31.9% | $3,603-51.6% | $3,539-50.7% |
| Admin fee / account holder | $155 | $132+17.5% | $5,418-97.1% | $142+8.8% |