Filed May 13, 2006
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 |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $505 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $90 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,285 | $86,791-50.1% | $115,037-62.4% | $59,188-26.9% |
| Participation rate | 25.0% | 72.8%-47.9pp | 81.4%-56.4pp | 69.4%-44.4pp |
| Annual return | 1.13% | 4.44%-3.3pp | 26.14%-25.0pp | 5.51%-4.4pp |
| Employer contribution / active EE | $173 | $2,950-94.1% | $4,608-96.2% | $2,098-91.7% |
| Participant deferral / active EE | $1,830 | $5,298-65.5% | $6,026-69.6% | $3,265-43.9% |
| Admin fee / account holder | $1 | $95-99.4% | $8,175-100.0% | $92-99.4% |