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.5+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $144,493 |
Filed as: BB&T INSTITUTIONAL ADVISORS, INC. Service code 26 · EIN 57-0956597 | Advisory (Participants) | $26,999 |
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 | $25,336 | $66,601-62.0% | $92,893-72.7% | $67,579-62.5% |
| Participation rate | 97.9% | 72.5%+25.4pp | 76.0%+21.9pp | 71.3%+26.6pp |
| Annual return | 19.39% | 92.58%-73.2pp | 109.41%-90.0pp | 378.56%-359.2pp |
| Employer contribution / active EE | $502 | $2,775-81.9% | $3,653-86.3% | $2,148-76.6% |
| Participant deferral / active EE | $2,910 | $3,157-7.8% | $4,236-31.3% | $3,539-17.8% |
| Admin fee / account holder | $169 | $199-15.0% | $5,794-97.1% | $142+18.8% |