Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $37,837 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,426 | $73,404-66.7% | $87,100-72.0% | $67,579-63.9% |
| Participation rate | 98.9% | 80.9%+18.1pp | 76.9%+22.1pp | 71.3%+27.7pp |
| Annual return | 21.86% | 48.29%-26.4pp | 28.19%-6.3pp | 378.56%-356.7pp |
| Employer contribution / active EE | $3,113 | $2,014+54.6% | $2,521+23.5% | $2,148+44.9% |
| Participant deferral / active EE | $1,851 | $3,913-52.7% | $4,049-54.3% | $3,539-47.7% |
| Admin fee / account holder | $36 | $142-74.8% | $7,497-99.5% | $142-75.0% |