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&T1 year Service code 19 · EIN 56-1368984 | Securities Custodian | $76,191 |
SUNTRUST BANKS, INC.2 years Filed as: BBT IIA Service code 27 · EIN 57-0956597 | Advisory (Plan) | $63,380 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,221 | $61,473+41.9% | $81,930+6.5% | $73,409+18.8% |
| Participation rate | 83.8% | 72.4%+11.4pp | 72.0%+11.8pp | 72.2%+11.7pp |
| Annual return | 13.89% | 28.26%-14.4pp | 29.49%-15.6pp | 59.29%-45.4pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,310-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,294 | $3,080+39.4% | $7,107-39.6% | $3,805+12.8% |
| Admin fee / account holder | $208 | $125+66.0% | $5,158-96.0% | $158+31.9% |