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.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $45,624 |
KREBER GRAPHICS, INC.2+ years Service code 99 2580 WESTBELT DRIVE · COLUMBUS, OH 43228 | Other Fees | $16,255 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,998 | $75,183+1.1% | $123,892-38.7% | $55,167+37.8% |
| Participation rate | 87.0% | 72.8%+14.2pp | 81.4%+5.6pp | 69.0%+18.0pp |
| Annual return | 8.24% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $2,015 | $2,823-28.6% | $4,617-56.4% | $1,963+2.7% |
| Participant deferral / active EE | $4,541 | $5,084-10.7% | $5,984-24.1% | $3,054+48.7% |
| Admin fee / account holder | $402 | $663-39.4% | $8,357-95.2% | $504-20.3% |