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.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $2,925 |
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 | $64,388 | $72,770-11.5% | $67,652-4.8% | $55,191+16.7% |
| Participation rate | 98.3% | 78.8%+19.5pp | 75.7%+22.6pp | 69.2%+29.1pp |
| Annual return | 4.39% | -3.26%+7.7pp | 6625.04%-6620.6pp | 10.78%-6.4pp |
| Employer contribution / active EE | $5,818 | $1,769+228.8% | $2,266+156.8% | $1,899+206.4% |
| Participant deferral / active EE | $4,746 | $3,408+39.2% | $3,560+33.3% | $3,046+55.8% |
| Admin fee / account holder | $7 | $79-90.8% | $4,821-99.8% | $91-92.0% |