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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $91,926 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,718 | $78,781-66.1% | $100,516-73.4% | $73,409-63.6% |
| Participation rate | 93.0% | 80.0%+13.0pp | 79.4%+13.6pp | 72.2%+20.8pp |
| Annual return | 16.58% | 31.69%-15.1pp | 30.89%-14.3pp | 59.29%-42.7pp |
| Employer contribution / active EE | $690 | $2,420-71.5% | $3,418-79.8% | $2,234-69.1% |
| Participant deferral / active EE | $2,275 | $6,537-65.2% | $6,270-63.7% | $3,805-40.2% |
| Admin fee / account holder | $74 | $145-48.9% | $8,081-99.1% | $158-53.0% |