Filed September 8, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST BANKS INC Service code 21 303 PEACHTREE ST, 15TH FL · ATLANTA, GA 30308 | Bank Trustee | $21,240 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,737 | $75,284-64.5% | $91,001-70.6% | $69,631-61.6% |
| Participation rate | 71.8% | 80.4%-8.6pp | 75.6%-3.8pp | 70.7%+1.2pp |
| Annual return | 16.47% | 48.40%-31.9pp | 4.60%+11.9pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $1,083 | $2,473-56.2% | $2,456-55.9% | $2,032-46.7% |
| Participant deferral / active EE | $754 | $3,700-79.6% | $3,547-78.7% | $3,224-76.6% |
| Admin fee / account holder | $90 | $111-18.6% | $5,417-98.3% | $110-18.5% |