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.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $63,481 |
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 | $60,735 | $28,109+116.1% | $71,086-14.6% | $56,287+7.9% |
| Participation rate | 83.2% | 40.4%+42.8pp | 54.7%+28.6pp | 69.9%+13.4pp |
| Annual return | -5.68% | -615.05%+609.4pp | 650.59%-656.3pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,065 | $558+90.9% | $1,088-2.1% | $2,111-49.6% |
| Participant deferral / active EE | $3,230 | $1,116+189.5% | $1,874+72.3% | $3,350-3.6% |
| Admin fee / account holder | $304 | $585-48.1% | $3,082-90.1% | $521-41.7% |