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.3 years Filed as: TRUIST ADVISORY SERVICES, INC. Service code 27 · EIN 37-1808847 | Advisory (Plan) | $13,860 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,404 |
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 | $59,309 | $76,050-22.0% | $96,544-38.6% | $71,457-17.0% |
| Participation rate | 78.3% | 74.4%+3.9pp | 76.0%+2.3pp | 67.9%+10.4pp |
| Annual return | 17.77% | 22.81%-5.0pp | 25.84%-8.1pp | 28.85%-11.1pp |
| Employer contribution / active EE | $596 | $2,244-73.4% | $2,965-79.9% | $2,588-77.0% |
| Participant deferral / active EE | $3,559 | $4,215-15.6% | $4,851-26.6% | $4,289-17.0% |
| Admin fee / account holder | $129 | $2,707-95.2% | $8,252-98.4% | $1,587-91.9% |