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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.
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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 | $42,729 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $59,313 | $77,813-23.8% | $123,544-52.0% | $64,186-7.6% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.3%+5.9pp | 69.6%+18.6pp |
| Annual return | -9.44% | 12.48%-21.9pp | 119.20%-128.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $9,087 | $3,014+201.5% | $4,628+96.4% | $2,381+281.7% |
| Participant deferral / active EE | $9,194 | $5,240+75.5% | $6,426+43.1% | $3,470+165.0% |
| Admin fee / account holder | $301 | $5,519-94.5% | $9,284-96.8% | $4,888-93.8% |