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.2 years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $26,794 |
PRONVEST2 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $24,985 |
BB&T IIA2 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $15,796 |
SUNTRUST BANKS, INC.2 years Filed as: BRANCH BANKING & TRUST Service code 26 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,402 | $63,299-1.4% | $91,001-31.4% | $62,292+0.2% |
| Participation rate | 88.8% | 73.3%+15.5pp | 75.6%+13.2pp | 69.5%+19.3pp |
| Annual return | 17.09% | 20.99%-3.9pp | 4.60%+12.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,148 | $1,807-36.5% | $2,456-53.3% | $2,042-43.8% |
| Participant deferral / active EE | $2,994 | $2,943+1.7% | $3,547-15.6% | $3,169-5.5% |
| Admin fee / account holder | $311 | $468-33.4% | $5,417-94.3% | $479-35.0% |