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.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $18,914 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $63,274 | $62,267+1.6% | $110,238-42.6% | $55,725+13.5% |
| Participation rate | 98.5% | 78.1%+20.4pp | 79.8%+18.7pp | 70.9%+27.6pp |
| Annual return | -4.35% | -1.07%-3.3pp | 314.74%-319.1pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,225 | $1,941-36.9% | $3,826-68.0% | $2,078-41.1% |
| Participant deferral / active EE | $3,483 | $3,516-0.9% | $4,672-25.4% | $3,356+3.8% |
| Admin fee / account holder | $28 | $121-76.7% | $8,547-99.7% | $115-75.5% |