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 9-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.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $3,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,543 | $60,165-4.4% | $74,183-22.4% | $55,167+4.3% |
| Participation rate | 68.7% | 74.2%-5.5pp | 76.6%-7.9pp | 69.0%-0.3pp |
| Annual return | 0.00% | 10.00%-10.0pp | 17.74%-17.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $474 | $1,600-70.4% | $2,370-80.0% | $1,963-75.8% |
| Participant deferral / active EE | $1,185 | $2,973-60.2% | $3,550-66.6% | $3,054-61.2% |
| Admin fee / account holder | $27 | $419-93.5% | $5,586-99.5% | $504-94.6% |