Filed June 14, 2008
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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-1238190 | Recordkeeping | $28,843 |
SUNTRUST BANKS, INC.1 year Filed as: SUNTRUST INVESTMENT SERVICES I Service code 26 ATTN ACCOUNTING DEPARTMENT · ATLANTA, GA 30303 | Advisory (Participants) | $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 | $18,357 | $36,916-50.3% | $156,549-88.3% | $57,658-68.2% |
| Participation rate | 58.1% | 63.4%-5.3pp | 84.0%-25.9pp | 70.2%-12.1pp |
| Annual return | 7.18% | 12.38%-5.2pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $443 | $1,571-71.8% | $5,501-91.9% | $1,974-77.5% |
| Participant deferral / active EE | $1,458 | $1,926-24.3% | $4,871-70.1% | $3,061-52.4% |
| Admin fee / account holder | $46 | $82-43.7% | $13,027-99.6% | $95-50.9% |