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.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $61,347 |
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 | $80,020 | $69,159+15.7% | $125,175-36.1% | $67,579+18.4% |
| Participation rate | 96.4% | 78.2%+18.2pp | 79.8%+16.6pp | 71.3%+25.1pp |
| Annual return | 19.42% | 27.12%-7.7pp | 43.79%-24.4pp | 378.56%-359.1pp |
| Employer contribution / active EE | $1,241 | $2,023-38.7% | $3,865-67.9% | $2,148-42.2% |
| Participant deferral / active EE | $3,529 | $3,700-4.6% | $4,937-28.5% | $3,539-0.3% |
| Admin fee / account holder | $100 | $142-29.8% | $9,702-99.0% | $142-30.1% |