Filed July 27, 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.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $37,252 |
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 | $36,201 | $42,548-14.9% | $74,550-51.4% | $56,287-35.7% |
| Participation rate | 85.7% | 60.5%+25.2pp | 69.1%+16.6pp | 69.9%+15.9pp |
| Annual return | -6.73% | 12.40%-19.1pp | 32.53%-39.3pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,190 | $855+39.2% | $1,961-39.3% | $2,111-43.6% |
| Participant deferral / active EE | $2,200 | $2,277-3.4% | $3,108-29.2% | $3,350-34.3% |
| Admin fee / account holder | $236 | $467-49.5% | $5,060-95.3% | $521-54.7% |