See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1 year Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $25,195 |
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 | $24,991 | $40,174-37.8% | $84,015-70.3% | $67,579-63.0% |
| Participation rate | 34.0% | 62.7%-28.7pp | 69.0%-35.0pp | 71.3%-37.3pp |
| Annual return | 31.62% | 25.82%+5.8pp | 71.31%-39.7pp | 378.56%-346.9pp |
| Employer contribution / active EE | $1,107 | $808+37.1% | $1,983-44.2% | $2,148-48.4% |
| Participant deferral / active EE | $2,199 | $2,301-4.5% | $3,239-32.1% | $3,539-37.9% |
| Admin fee / account holder | $143 | $128+11.6% | $6,101-97.7% | $142+0.6% |