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.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $44,796 |
FLINT EQUIPMENT COMPANY1 year Service code 99 1206 BLAYLOCK ST · ALBANY, GA 31705 | Other Fees | $9,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,569 | $71,666-29.4% | $117,854-57.1% | $69,631-27.4% |
| Participation rate | 84.8% | 77.5%+7.2pp | 79.7%+5.1pp | 70.7%+14.1pp |
| Annual return | 18.24% | 18.86%-0.6pp | 335.08%-316.8pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $2,571 | $1,889+36.1% | $3,786-32.1% | $2,032+26.5% |
| Participant deferral / active EE | $2,559 | $3,340-23.4% | $4,482-42.9% | $3,224-20.6% |
| Admin fee / account holder | $108 | $120-10.6% | $8,020-98.7% | $110-2.6% |