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.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $168,982 |
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 | $77,997 | $78,419-0.5% | $133,956-41.8% | $73,409+6.2% |
| Participation rate | 97.5% | 78.6%+18.9pp | 79.8%+17.6pp | 72.2%+25.3pp |
| Annual return | 12.73% | 33.35%-20.6pp | 45.09%-32.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $1,338 | $2,044-34.5% | $3,919-65.9% | $2,234-40.1% |
| Participant deferral / active EE | $3,402 | $3,925-13.3% | $5,048-32.6% | $3,805-10.6% |
| Admin fee / account holder | $104 | $161-35.8% | $8,927-98.8% | $158-34.4% |