See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MCGRIFF INSURANCE SERVICES2 years Filed as: MCGRIFF INSURANCE SERVICES, INC Service code 11 · EIN 56-1623293 | Actuarial | $125,244 |
Filed as: PRIME BUCHHOLZ LLC Service code 27 · EIN 02-0426421 | Advisory (Plan) | $25,989 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $11,564 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,030-100.0% | $75,030-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 5.9%-5.9pp | 44.4%-44.4pp |
| Annual return | -7.02% | -10.20%+3.2pp | -2.63%-4.4pp | -14.65%+7.6pp |
| Employer contribution / active EE | $0 | $48,508-100.0% | $29,884-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $838-100.0% | $838-100.0% | $14,631-100.0% |