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 | $42,297 |
KREBER GRAPHICS, INC.3+ years Service code 99 2580 WESTBELT DRIVE · COLUMBUS, OH 43228 | Other Fees | $16,484 |
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 | $89,885 | $80,753+11.3% | $136,294-34.1% | $62,292+44.3% |
| Participation rate | 90.7% | 73.5%+17.2pp | 81.9%+8.8pp | 69.5%+21.2pp |
| Annual return | 15.73% | 35.83%-20.1pp | 5155.94%-5140.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,003 | $2,884-30.5% | $4,695-57.3% | $2,042-1.9% |
| Participant deferral / active EE | $4,871 | $5,164-5.7% | $6,247-22.0% | $3,169+53.7% |
| Admin fee / account holder | $382 | $525-27.4% | $9,243-95.9% | $479-20.4% |