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.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $149,899 |
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).
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 | $69,191 | $71,666-3.5% | $117,854-41.3% | $69,631-0.6% |
| Participation rate | 96.6% | 77.5%+19.0pp | 79.7%+16.9pp | 70.7%+25.9pp |
| Annual return | 14.55% | 18.86%-4.3pp | 335.08%-320.5pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,154 | $1,889-38.9% | $3,786-69.5% | $2,032-43.2% |
| Participant deferral / active EE | $3,222 | $3,340-3.5% | $4,482-28.1% | $3,224-0.1% |
| Admin fee / account holder | $54 | $120-55.2% | $8,020-99.3% | $110-51.1% |