Filed February 23, 2015
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 year Filed as: BBANDT Service code 21 · EIN 56-1368984 | Bank Trustee | $23,798 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,860 |
PRONVEST1 year Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $4,199 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,006 | $41,281-66.1% | $109,313-87.2% | $57,658-75.7% |
| Participation rate | 80.6% | 59.3%+21.2pp | 71.3%+9.3pp | 70.2%+10.3pp |
| Annual return | 7.90% | 8.97%-1.1pp | 22.07%-14.2pp | 5.13%+2.8pp |
| Employer contribution / active EE | $480 | $1,201-60.0% | $3,892-87.7% | $1,974-75.7% |
| Participant deferral / active EE | $1,445 | $2,223-35.0% | $3,166-54.4% | $3,061-52.8% |
| Admin fee / account holder | $52 | $75-31.1% | $5,666-99.1% | $95-45.2% |