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 10-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,794 |
SYNOVUS TRUST COMPANY N.A.3 years Filed as: SYNOVUS TRUST COMPANY, N.A. Service code 26 · EIN 36-4498168 | Advisory (Participants) | $25,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,328 |
SYNOVUS TRUST COMPANY1 year Filed as: SYNOVUS TRUST COMPANY, NA Service code 26 · EIN 58-2146977 | Advisory (Participants) | $6,250 |
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 | $77,288 | $111,608-30.8% | $177,821-56.5% | $73,409+5.3% |
| Participation rate | 92.5% | 87.9%+4.6pp | 87.7%+4.8pp | 72.2%+20.3pp |
| Annual return | 19.68% | 18.23%+1.5pp | 48.32%-28.6pp | 59.29%-39.6pp |
| Employer contribution / active EE | $2,509 | $3,796-33.9% | $5,918-57.6% | $2,234+12.3% |
| Participant deferral / active EE | $4,727 | $6,199-23.7% | $7,714-38.7% | $3,805+24.2% |
| Admin fee / account holder | $221 | $166+33.6% | $12,427-98.2% | $158+40.1% |