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.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $61,939 |
HERTZBACH & COMPANY PA4 years Service code 10 800 RED BROOK BLVD STE 300 · OWINGS MILLS, MD 21117 | Accounting | $24,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,866 | $54,573+92.2% | $90,951+15.3% | $73,488+42.7% |
| Participation rate | 73.7% | 61.2%+12.6pp | 69.0%+4.7pp | 70.7%+3.0pp |
| Annual return | -4.83% | 16.69%-21.5pp | 134.60%-139.4pp | 28.51%-33.3pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,865 | $2,517-25.9% | $3,373-44.7% | $3,740-50.1% |
| Admin fee / account holder | $581 | $521+11.4% | $5,959-90.3% | $513+13.2% |