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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $103,716 |
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 | $28,423 | $79,519-64.3% | $95,952-70.4% | $73,409-61.3% |
| Participation rate | 98.8% | 81.2%+17.7pp | 77.1%+21.8pp | 72.2%+26.7pp |
| Annual return | 16.86% | 19.20%-2.3pp | 91.61%-74.7pp | 59.29%-42.4pp |
| Employer contribution / active EE | $3,174 | $2,048+55.0% | $2,541+24.9% | $2,234+42.1% |
| Participant deferral / active EE | $1,918 | $4,138-53.6% | $4,167-54.0% | $3,805-49.6% |
| Admin fee / account holder | $93 | $184-49.4% | $6,795-98.6% | $158-40.9% |