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 9-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.2 years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $33,565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,001 | $89,355-18.3% | $141,162-48.3% | $72,9850% |
| Participation rate | 81.0% | 75.1%+5.9pp | 82.5%-1.5pp | 69.5%+11.5pp |
| Annual return | 24.67% | 111.85%-87.2pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,148 | $3,114-63.1% | $4,735-75.8% | $2,440-53.0% |
| Participant deferral / active EE | $8,541 | $5,418+57.6% | $6,709+27.3% | $3,607+136.8% |
| Admin fee / account holder | $353 | $5,958-94.1% | $10,261-96.6% | $5,124-93.1% |