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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.
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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.2 years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $54,604 |
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 | $122,901 | $89,355+37.5% | $141,162-12.9% | $72,985+68.4% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 14.06% | 111.85%-97.8pp | 71.39%-57.3pp | 81.00%-66.9pp |
| Employer contribution / active EE | $3,548 | $3,114+13.9% | $4,735-25.1% | $2,440+45.4% |
| Participant deferral / active EE | $5,616 | $5,418+3.6% | $6,709-16.3% | $3,607+55.7% |
| Admin fee / account holder | $404 | $5,958-93.2% | $10,261-96.1% | $5,124-92.1% |