See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $24,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,559 | $42,548+47.0% | $74,550-16.1% | $56,287+11.1% |
| Participation rate | 55.2% | 60.5%-5.2pp | 69.1%-13.9pp | 69.9%-14.6pp |
| Annual return | -5.19% | 12.40%-17.6pp | 32.53%-37.7pp | -9.96%+4.8pp |
| Employer contribution / active EE | $540 | $855-36.9% | $1,961-72.5% | $2,111-74.4% |
| Participant deferral / active EE | $2,864 | $2,277+25.8% | $3,108-7.8% | $3,350-14.5% |
| Admin fee / account holder | $304 | $467-34.9% | $5,060-94.0% | $521-41.6% |