Filed August 21, 2015
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: BBANDT Service code 19 · EIN 56-1368984 | Securities Custodian | $34,812 |
PRONVEST1+ years Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $7,994 |
BB&T1+ years Service code 99 | Other Fees | $0 |
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 | $19,564 | $43,423-54.9% | $78,689-75.1% | $55,167-64.5% |
| Participation rate | 97.8% | 68.0%+29.8pp | 73.6%+24.2pp | 69.0%+28.8pp |
| Annual return | 7.29% | 11.53%-4.2pp | 62.18%-54.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,458 | $1,997-27.0% | $2,851-48.8% | $1,963-25.7% |
| Participant deferral / active EE | $1,143 | $2,509-54.4% | $3,517-67.5% | $3,054-62.6% |
| Admin fee / account holder | $165 | $416-60.4% | $4,510-96.3% | $504-67.3% |