Filed July 18, 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 |
|---|---|---|
BB&T5+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $79,132 |
SUNTRUST BANKS, INC.1 year Filed as: BBT IIA Service code 27 · EIN 57-0956597 | Advisory (Plan) | $60,000 |
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 | $82,427 | $55,790+47.7% | $76,817+7.3% | $67,579+22.0% |
| Participation rate | 85.3% | 71.1%+14.2pp | 72.1%+13.2pp | 71.3%+14.0pp |
| Annual return | 23.06% | 64.45%-41.4pp | 1166.11%-1143.0pp | 378.56%-355.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,302-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,087 | $2,875+42.2% | $3,336+22.5% | $3,539+15.5% |
| Admin fee / account holder | $217 | $159+36.2% | $6,420-96.6% | $142+52.3% |