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.3 years Filed as: BRANCH BANKING AND TRUST Service code 21 · EIN 56-1368984 | Bank Trustee | $122,778 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,374 | $73,638+74.3% | $95,952+33.8% | $73,488+74.7% |
| Participation rate | 85.2% | 76.2%+9.0pp | 77.1%+8.1pp | 70.7%+14.5pp |
| Annual return | 11.17% | 16.78%-5.6pp | 91.61%-80.4pp | 28.51%-17.3pp |
| Employer contribution / active EE | $7,847 | $1,863+321.2% | $2,541+208.8% | $2,270+245.7% |
| Participant deferral / active EE | $2,560 | $3,617-29.2% | $4,167-38.6% | $3,740-31.5% |
| Admin fee / account holder | $319 | $482-33.7% | $6,795-95.3% | $513-37.7% |