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 | $14,804 |
SYNOVUS TRUST COMPANY4 years Filed as: SYNOVUS SECURITIES Service code 27 · EIN 58-1625031 | Advisory (Plan) | $12,789 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $44,837 | $79,171-43.4% | $102,423-56.2% | $74,495-39.8% |
| Participation rate | 93.5% | 74.8%+18.7pp | 76.5%+17.0pp | 67.2%+26.3pp |
| Annual return | 11.47% | 54.93%-43.5pp | 29.32%-17.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,663 | $2,362-29.6% | $3,023-45.0% | $2,623-36.6% |
| Participant deferral / active EE | $2,218 | $4,415-49.8% | $5,053-56.1% | $4,346-49.0% |
| Admin fee / account holder | $226 | $2,001-88.7% | $9,451-97.6% | $1,942-88.4% |