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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $79,174 |
MITCHELL, WIGGINS & CO1 year Filed as: MITCHELL, WIGGINS & COMPANY LLP Service code 10 · EIN 54-0565834 | Accounting | $15,000 |
Filed as: UNIVERSAL UNDERWRITERS INSURANCE CO Service code 23 7045 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Insurance services | $8,140 |
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 | $27,030 | $64,286-58.0% | $90,951-70.3% | $73,409-63.2% |
| Participation rate | 93.7% | 63.6%+30.1pp | 69.0%+24.7pp | 72.2%+21.5pp |
| Annual return | 16.71% | 21.45%-4.7pp | 134.60%-117.9pp | 59.29%-42.6pp |
| Employer contribution / active EE | $443 | $895-50.4% | $2,122-79.1% | $2,234-80.2% |
| Participant deferral / active EE | $3,223 | $2,453+31.4% | $3,373-4.5% | $3,805-15.3% |
| Admin fee / account holder | $155 | $287-46.1% | $5,959-97.4% | $158-2.0% |