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 | $61,219 |
HERTZBACH & COMPANY PA2 years Service code 10 800 RED BROOK BLVD STE 300 · OWINGS MILLS, MD 21117 | Accounting | $15,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,407 | $42,548+168.9% | $74,550+53.5% | $56,287+103.3% |
| Participation rate | 72.4% | 60.5%+11.9pp | 69.1%+3.3pp | 69.9%+2.6pp |
| Annual return | 9.62% | 12.40%-2.8pp | 32.53%-22.9pp | -9.96%+19.6pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,487 | $2,277-34.7% | $3,108-52.1% | $3,350-55.6% |
| Admin fee / account holder | $474 | $467+1.4% | $5,060-90.6% | $521-9.1% |