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 | $35,451 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,331 | $107,378-39.2% | $108,579-39.8% | $57,658+13.3% |
| Participation rate | 97.6% | 77.1%+20.5pp | 79.6%+18.0pp | 70.2%+27.4pp |
| Annual return | 7.28% | 12.80%-5.5pp | -51.70%+59.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,289 | $1,782-27.6% | $3,758-65.7% | $1,974-34.7% |
| Participant deferral / active EE | $3,237 | $3,221+0.5% | $4,311-24.9% | $3,061+5.8% |
| Admin fee / account holder | $48 | $108-55.7% | $7,645-99.4% | $95-49.1% |