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.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $57,680 |
WATKINS UIBERALL, PLLC1 year Filed as: WATKINS UIBERALL PLLC Service code 99 1661 AARON BRENNER DR STE 300 · MEMPHIS, TN 38120 | Other Fees | $5,450 |
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.
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 | $55,608 | $73,638-24.5% | $95,952-42.0% | $73,488-24.3% |
| Participation rate | 82.9% | 76.2%+6.7pp | 77.1%+5.8pp | 70.7%+12.2pp |
| Annual return | 9.65% | 16.78%-7.1pp | 91.61%-82.0pp | 28.51%-18.9pp |
| Employer contribution / active EE | $992 | $1,863-46.8% | $2,541-61.0% | $2,270-56.3% |
| Participant deferral / active EE | $2,159 | $3,617-40.3% | $4,167-48.2% | $3,740-42.3% |
| Admin fee / account holder | $415 | $482-13.8% | $6,795-93.9% | $513-19.0% |