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.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $26,126 |
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.)
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 | $69,246 | $49,138+40.9% | $84,015-17.6% | $65,185+6.2% |
| Participation rate | 54.5% | 60.7%-6.3pp | 69.0%-14.5pp | 70.2%-15.7pp |
| Annual return | 22.97% | 23.00%0pp | 71.31%-48.3pp | 29.38%-6.4pp |
| Employer contribution / active EE | $578 | $914-36.7% | $1,983-70.8% | $2,177-73.4% |
| Participant deferral / active EE | $3,086 | $2,397+28.7% | $3,239-4.7% | $3,514-12.2% |
| Admin fee / account holder | $315 | $543-42.1% | $6,101-94.8% | $847-62.8% |