Filed January 31, 2022
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 Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $515 |
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 | $68,791 | $74,089-7.2% | $133,980-48.7% | $55,167+24.7% |
| Participation rate | 95.0% | 84.3%+10.7pp | 87.1%+7.9pp | 69.0%+26.0pp |
| Annual return | 10.31% | 12.11%-1.8pp | 29.30%-19.0pp | 169.23%-158.9pp |
| Employer contribution / active EE | $2,946 | $3,064-3.8% | $5,211-43.5% | $1,963+50.1% |
| Participant deferral / active EE | $3,048 | $4,678-34.8% | $6,282-51.5% | $3,054-0.2% |
| Admin fee / account holder | $4 | $458-99.2% | $9,324-100.0% | $504-99.3% |