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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $25,738 |
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 | $77,371 | $54,573+41.8% | $90,951-14.9% | $73,488+5.3% |
| Participation rate | 50.9% | 61.2%-10.3pp | 69.0%-18.1pp | 70.7%-19.8pp |
| Annual return | 15.53% | 16.69%-1.2pp | 134.60%-119.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $549 | $991-44.6% | $2,122-74.1% | $2,270-75.8% |
| Participant deferral / active EE | $3,008 | $2,517+19.5% | $3,373-10.8% | $3,740-19.5% |
| Admin fee / account holder | $310 | $521-40.5% | $5,959-94.8% | $513-39.6% |