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: SUNTRUST Service code 21 25 PARK PLANCE NE · ATLANTA, GA 30303 | Bank Trustee | $41,749 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 270 PARK AVE · NEW YORK, NY 10017 | Investment Management | $39,504 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 22-2232264 | Actuarial | $19,865 |
BB&T1+ years Filed as: BB&T TRUST Service code 21 · EIN 56-1368984 434 FAYETTEVILLE ST · RALEIGH, NC 27601 | Bank Trustee | $7,457 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $12,831-100.0% | $19,623-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 12.5%-12.5pp | 4.3%-4.3pp |
| Annual return | -3.86% | -1.47%-2.4pp | -0.97%-2.9pp | 2.81%-6.7pp |
| Employer contribution / active EE | $745 | $13,250-94.4% | $22,441-96.7% | $16,358-95.4% |
| Participant deferral / active EE | $0 | $36-100.0% | $183-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,461-100.0% | $2,730-100.0% | $1,639-100.0% |