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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $209,015 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST Service code 21 · EIN 56-1074313 | Bank Trustee | $45,991 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 3.76% | 3.60%+0.2pp | 4.95%-1.2pp | 8.76%-5.0pp |
| Employer contribution / active EE | $4,056 | $20,793-80.5% | $20,917-80.6% | $16,627-75.6% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |