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.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $8,384 |
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 | $39,077 | $64,909-39.8% | $82,313-52.5% | $62,292-37.3% |
| Participation rate | 83.0% | 74.9%+8.2pp | 76.9%+6.1pp | 69.5%+13.5pp |
| Annual return | 16.13% | 21.18%-5.0pp | 25.88%-9.7pp | 28.90%-12.8pp |
| Employer contribution / active EE | $1,140 | $1,676-32.0% | $2,428-53.1% | $2,042-44.2% |
| Participant deferral / active EE | $1,803 | $3,103-41.9% | $3,706-51.4% | $3,169-43.1% |
| Admin fee / account holder | $44 | $440-90.1% | $5,608-99.2% | $479-90.9% |