Filed December 6, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $15,160 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,066 | $25,723+156.8% | $69,182-4.5% | $55,167+19.8% |
| Participation rate | 73.7% | 39.4%+34.3pp | 55.1%+18.6pp | 69.0%+4.7pp |
| Annual return | 9.05% | 9.56%-0.5pp | -21.93%+31.0pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,138 | $480+136.8% | $1,206-5.7% | $1,963-42.0% |
| Participant deferral / active EE | $3,158 | $963+227.8% | $1,897+66.5% | $3,054+3.4% |
| Admin fee / account holder | $77 | $365-78.8% | $2,697-97.1% | $504-84.7% |