Filed February 12, 2018
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 Filed as: BRANCH BANKING & TRUST Service code 15 · EIN 56-1368984 | Recordkeeping | $76,672 |
BB&T4+ years Filed as: BB&T INSTL INVESTMENT ADVISORS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $23,646 |
PRONVEST4+ years Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $18,462 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,246 |
BB&T4+ years Filed as: BB & T Service code 52 | Indirect Investment Fees | $0 |
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 | $16,819 | $35,485-52.6% | $74,550-77.4% | $55,725-69.8% |
| Participation rate | 99.5% | 62.5%+36.9pp | 69.1%+30.3pp | 70.9%+28.6pp |
| Annual return | -5.01% | 0.72%-5.7pp | 32.53%-37.5pp | 244.93%-249.9pp |
| Employer contribution / active EE | $680 | $777-12.5% | $1,961-65.3% | $2,078-67.3% |
| Participant deferral / active EE | $2,659 | $2,181+21.9% | $3,108-14.5% | $3,356-20.8% |
| Admin fee / account holder | $127 | $114+11.0% | $5,060-97.5% | $115+10.2% |