Filed May 1, 2014 (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 |
|---|---|---|
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 1100 REYNOLDS BLVD · WINSTON-SALEM, NC 27105 | Actuarial | $164,474 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANK Service code 13 · EIN 59-3482833 303 PEACHTREE STREET, NE · ATLANTA, GA 30308 | Contract Administrator | $80,534 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 27 701 MARKET ST. · ST. LOUIS, MO 63101 | Advisory (Plan) | $25,665 |
Filed as: BRANDYWINE INVESTMENT TRUST Service code 27 · EIN 51-0412248 2929 ARCH ST, 8TH FLOOR · PHILADELPHIA, PA 19104 | Advisory (Plan) | $16,501 |
PRINCIPAL REAL ESTATE DEBT FUND1+ years Service code 27 · EIN 46-3490953 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $2,142 |
RODEFER MOSS & CO, PLLC1+ years Filed as: RODEFER & MOSS, PLLC Service code 10 · EIN 62-1690032 433 E CENTER ST · KINGSPORT, TN 37660 | Accounting | $0 |
See 1 actuary disclosure. $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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | -2.26% | 5.09%-7.3pp | 5.00%-7.3pp | 7.18%-9.4pp |
| Employer contribution / active EE | $27,321 | $7,393+269.6% | $35,918-23.9% | $13,095+108.6% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |