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.1 year Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $5,117 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,790 | $77,813+23.1% | $123,544-22.5% | $64,186+49.2% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.3%+7.2pp | 69.6%+19.9pp |
| Annual return | 29.15% | 12.48%+16.7pp | 119.20%-90.0pp | 7.63%+21.5pp |
| Employer contribution / active EE | $3,800 | $3,014+26.1% | $4,628-17.9% | $2,381+59.6% |
| Participant deferral / active EE | $4,830 | $5,240-7.8% | $6,426-24.8% | $3,470+39.2% |
| Admin fee / account holder | $33 | $5,519-99.4% | $9,284-99.6% | $4,888-99.3% |