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.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $13,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,175 | $36,916-37.2% | $156,549-85.2% | $57,658-59.8% |
| Participation rate | 33.1% | 63.4%-30.4pp | 84.0%-51.0pp | 70.2%-37.2pp |
| Annual return | 16.20% | 12.38%+3.8pp | 32.23%-16.0pp | 5.13%+11.1pp |
| Employer contribution / active EE | $1,017 | $1,571-35.2% | $5,501-81.5% | $1,974-48.5% |
| Participant deferral / active EE | $1,958 | $1,926+1.7% | $4,871-59.8% | $3,061-36.0% |
| Admin fee / account holder | $97 | $82+17.5% | $13,027-99.3% | $95+2.6% |