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 | $40,479 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $28,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,392 | $55,449+8.9% | $83,848-28.0% | $56,287+7.3% |
| Participation rate | 62.3% | 68.0%-5.7pp | 76.1%-13.9pp | 69.9%-7.6pp |
| Annual return | -6.46% | -1.38%-5.1pp | 850.88%-857.3pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,276 | $2,430-6.4% | $3,631-37.3% | $2,111+7.8% |
| Participant deferral / active EE | $3,996 | $2,935+36.1% | $4,082-2.1% | $3,350+19.3% |
| Admin fee / account holder | $259 | $656-60.5% | $5,478-95.3% | $521-50.3% |