Filed July 20, 2001
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,143 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES, INC. Service code 27 · EIN 37-1808847 | Advisory (Plan) | $8,105 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,931 | $84,936-23.6% | $111,297-41.7% | $79,386-18.2% |
| Participation rate | 79.8% | 75.9%+4.0pp | 77.3%+2.5pp | 70.7%+9.1pp |
| Annual return | 15.58% | 17.45%-1.9pp | 54.65%-39.1pp | 116.85%-101.3pp |
| Employer contribution / active EE | $623 | $1,979-68.5% | $2,731-77.2% | $2,427-74.3% |
| Participant deferral / active EE | $3,777 | $3,888-2.9% | $4,487-15.8% | $4,046-6.6% |
| Admin fee / account holder | $139 | $537-74.2% | $7,964-98.3% | $626-77.9% |