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.3 years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $31,184 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,221 | $98,750-13.7% | $149,696-43.1% | $79,858+6.7% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.6%+27.3pp |
| Annual return | 16.12% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $8,405 | $3,216+161.3% | $4,644+81.0% | $2,471+240.2% |
| Participant deferral / active EE | $11,814 | $5,680+108.0% | $6,842+72.7% | $3,740+215.9% |
| Admin fee / account holder | $195 | $6,053-96.8% | $9,309-97.9% | $5,306-96.3% |