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 Filed as: BRANCH BANKING AND TRUST Service code 21 · EIN 56-1368984 | Bank Trustee | $32,722 |
PRONVEST3 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $19,516 |
BB&T IIA2 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $13,726 |
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 | $45,167 | $49,138-8.1% | $84,015-46.2% | $65,185-30.7% |
| Participation rate | 95.1% | 60.7%+34.4pp | 69.0%+26.1pp | 70.2%+24.9pp |
| Annual return | 22.40% | 23.00%-0.6pp | 71.31%-48.9pp | 29.38%-7.0pp |
| Employer contribution / active EE | $912 | $914-0.2% | $1,983-54.0% | $2,177-58.1% |
| Participant deferral / active EE | $3,225 | $2,397+34.5% | $3,239-0.4% | $3,514-8.2% |
| Admin fee / account holder | $330 | $543-39.3% | $6,101-94.6% | $847-61.1% |