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.2+ years Filed as: BBANDT Service code 19 · EIN 56-1368984 | Securities Custodian | $37,105 |
PRONVEST2+ years Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $8,863 |
BB&T2+ years Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,841 | $50,637-54.9% | $86,590-73.6% | $62,292-63.3% |
| Participation rate | 82.8% | 67.9%+14.9pp | 73.5%+9.3pp | 69.5%+13.3pp |
| Annual return | 11.54% | 20.80%-9.3pp | 964.84%-953.3pp | 28.90%-17.4pp |
| Employer contribution / active EE | $1,460 | $2,075-29.6% | $2,839-48.6% | $2,042-28.5% |
| Participant deferral / active EE | $1,100 | $2,611-57.9% | $3,609-69.5% | $3,169-65.3% |
| Admin fee / account holder | $184 | $413-55.5% | $4,906-96.3% | $479-61.6% |