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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $3,574 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $86,724 | $33,745+157.0% | $64,105+35.3% | $55,191+57.1% |
| Participation rate | 71.5% | 59.4%+12.2pp | 68.2%+3.4pp | 69.2%+2.4pp |
| Annual return | -3.98% | 4.95%-8.9pp | 791.24%-795.2pp | 10.78%-14.8pp |
| Employer contribution / active EE | $1,257 | $641+96.2% | $1,820-30.9% | $1,899-33.8% |
| Participant deferral / active EE | $4,447 | $1,929+130.5% | $2,822+57.6% | $3,046+46.0% |
| Admin fee / account holder | $7 | $94-92.3% | $4,499-99.8% | $91-92.0% |