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 | $12,832 |
SYNOVUS TRUST COMPANY3 years Filed as: SYNOVUS SECURITIES Service code 27 · EIN 58-1625031 | Advisory (Plan) | $12,589 |
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 | $33,902 | $76,050-55.4% | $96,544-64.9% | $71,457-52.6% |
| Participation rate | 95.6% | 74.4%+21.1pp | 76.0%+19.6pp | 67.9%+27.6pp |
| Annual return | 15.07% | 22.81%-7.7pp | 25.84%-10.8pp | 28.85%-13.8pp |
| Employer contribution / active EE | $1,408 | $2,244-37.3% | $2,965-52.5% | $2,588-45.6% |
| Participant deferral / active EE | $1,880 | $4,215-55.4% | $4,851-61.2% | $4,289-56.2% |
| Admin fee / account holder | $173 | $2,707-93.6% | $8,252-97.9% | $1,587-89.1% |