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.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $39,333 |
VIRGINIA CAPITAL STRATEGIES5+ years Service code 16 110 W CHURCH AVE STE 401 · ROANOKE, VA 24011 | Consulting | $8,842 |
ANDERSON & REED, LLP5+ years Service code 10 1515 FRANKLIN RD SW · ROANOKE, VA 24016 | Accounting | $7,500 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,700 | $54,237-80.3% | $90,281-88.1% | $67,579-84.2% |
| Participation rate | 98.0% | 68.6%+29.3pp | 73.3%+24.7pp | 71.3%+26.7pp |
| Annual return | 12.68% | 37.27%-24.6pp | 78.10%-65.4pp | 378.56%-365.9pp |
| Employer contribution / active EE | $1,084 | $1,846-41.3% | $2,854-62.0% | $2,148-49.5% |
| Participant deferral / active EE | $777 | $2,625-70.4% | $3,885-80.0% | $3,539-78.1% |
| Admin fee / account holder | $117 | $123-5.1% | $5,351-97.8% | $142-17.7% |