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 |
|---|---|---|
SUNTRUST BANKS, INC.2 years Filed as: TRUIST ADVISORY SERVICES, INC. Service code 27 · EIN 37-1808847 | Advisory (Plan) | $15,272 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,094 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,077 | $65,435-26.5% | $86,677-44.5% | $66,914-28.2% |
| Participation rate | 88.7% | 75.5%+13.2pp | 76.6%+12.1pp | 69.8%+18.9pp |
| Annual return | -15.31% | -10.89%-4.4pp | 35.91%-51.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $685 | $2,153-68.2% | $2,836-75.9% | $2,544-73.1% |
| Participant deferral / active EE | $4,247 | $4,100+3.6% | $4,656-8.8% | $4,237+0.2% |
| Admin fee / account holder | $132 | $642-79.4% | $7,493-98.2% | $593-77.7% |