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 CONSULTING2+ years Service code 11 · EIN 22-2232264 1100 REYNOLDS BLVD · WINSTON-SALEM, NC 27105 | Actuarial | $156,613 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST BANK Service code 13 · EIN 59-3482833 303 PEACHTREE STREET, NE · ATLANTA, GA 30308 | Contract Administrator | $82,900 |
Filed as: BRANDYWINE INVESTMENT TRUST Service code 27 · EIN 51-0412248 2929 ARCH ST, 8TH FLOOR · PHILADELPHIA, PA 19104 | Advisory (Plan) | $5,291 |
MERCER2+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 27 701 MARKET ST. · ST. LOUIS, MO 63101 | Advisory (Plan) | $0 |
RODEFER MOSS & CO, PLLC2+ 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.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 5.77% | 12.40%-6.6pp | 10.16%-4.4pp | 23.90%-18.1pp |
| Employer contribution / active EE | $0 | $8,748-100.0% | $33,192-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |