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.6+ years Filed as: BRANCH BANKING AND TRUST Service code 21 · EIN 56-1368984 | Bank Trustee | $21,556 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,184 | $54,590-19.1% | $81,930-46.1% | $73,488-39.9% |
| Participation rate | 82.6% | 68.3%+14.3pp | 72.0%+10.6pp | 70.7%+12.0pp |
| Annual return | 14.34% | 17.74%-3.4pp | 29.49%-15.1pp | 28.51%-14.2pp |
| Employer contribution / active EE | $276 | $1,636-83.1% | $4,310-93.6% | $2,270-87.8% |
| Participant deferral / active EE | $2,029 | $2,759-26.5% | $7,107-71.5% | $3,740-45.8% |
| Admin fee / account holder | $194 | $592-67.2% | $5,158-96.2% | $513-62.1% |