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 Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $83,706 |
Service code 10 780 JOHNSON FERRY RD STE 325 · ATLANTA, GA 30342 | Accounting | $19,323 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,223 | $48,064+96.0% | $78,778+19.6% | $69,631+35.3% |
| Participation rate | 73.3% | 61.6%+11.8pp | 69.2%+4.1pp | 70.7%+2.6pp |
| Annual return | 18.11% | 21.81%-3.7pp | 35.62%-17.5pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,199 | $744+61.2% | $1,986-39.6% | $2,032-41.0% |
| Participant deferral / active EE | $4,688 | $2,079+125.5% | $2,958+58.5% | $3,224+45.4% |
| Admin fee / account holder | $182 | $152+19.5% | $5,134-96.5% | $110+64.5% |