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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,112 |
SYNOVUS TRUST COMPANY2 years Filed as: SYNOVUS SECURITIES Service code 27 · EIN 58-1625031 | Advisory (Plan) | $14,078 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,955 | $65,435-49.6% | $86,677-62.0% | $66,914-50.8% |
| Participation rate | 92.0% | 75.5%+16.6pp | 76.6%+15.5pp | 69.8%+22.2pp |
| Annual return | -17.40% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,359 | $2,153-36.9% | $2,836-52.1% | $2,544-46.6% |
| Participant deferral / active EE | $1,873 | $4,100-54.3% | $4,656-59.8% | $4,237-55.8% |
| Admin fee / account holder | $200 | $642-68.8% | $7,493-97.3% | $593-66.3% |