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.2 years Filed as: BBANDT Service code 21 · EIN 57-0956597 | Bank Trustee | $64,893 |
PRONVEST2 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $34,931 |
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 | $15,344 | $45,324-66.1% | $122,332-87.5% | $69,631-78.0% |
| Participation rate | 85.9% | 59.9%+26.0pp | 71.6%+14.3pp | 70.7%+15.2pp |
| Annual return | 17.95% | 25.35%-7.4pp | 30.27%-12.3pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $671 | $1,230-45.4% | $4,050-83.4% | $2,032-67.0% |
| Participant deferral / active EE | $1,809 | $2,367-23.6% | $3,287-45.0% | $3,224-43.9% |
| Admin fee / account holder | $132 | $87+51.6% | $5,478-97.6% | $110+19.4% |