Filed August 14, 2009
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.1+ years Filed as: BRANCH BANKING AND TRUST Service code 16 · EIN 56-1368984 | Consulting | $10,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,941 | $37,134-32.8% | $100,671-75.2% | $52,331-52.3% |
| Participation rate | 62.1% | 57.7%+4.4pp | 70.7%-8.6pp | 68.1%-6.0pp |
| Annual return | -0.73% | 0.10%-0.8pp | 20.43%-21.2pp | 4.54%-5.3pp |
| Employer contribution / active EE | $637 | $1,187-46.3% | $4,012-84.1% | $1,882-66.1% |
| Participant deferral / active EE | $1,617 | $2,163-25.3% | $3,144-48.6% | $3,022-46.5% |
| Admin fee / account holder | $179 | $467-61.8% | $4,850-96.3% | $592-69.8% |