Filed September 13, 2017
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.1 year Filed as: TRUIST INVESTMENT SERVICES INC Service code 55 · EIN 47-0826838 | Other Commissions | $14,012 |
SECURITIES AMERICA INC3 years Filed as: BB&T SECURITIES LLC Service code 55 ATTN FINANCE/ACCOUNTING · RICHMOND, VA 23219 | Other Commissions | $8,867 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,356 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,146 | $77,660+3.2% | $109,143-26.6% | $79,386+1.0% |
| Participation rate | 86.3% | 67.8%+18.5pp | 75.9%+10.4pp | 70.7%+15.6pp |
| Annual return | 15.62% | 23.44%-7.8pp | 25.75%-10.1pp | 116.85%-101.2pp |
| Employer contribution / active EE | $2,327 | $2,797-16.8% | $3,722-37.5% | $2,427-4.1% |
| Participant deferral / active EE | $4,055 | $3,518+15.3% | $4,653-12.9% | $4,046+0.2% |
| Admin fee / account holder | $10 | $732-98.6% | $6,752-99.8% | $626-98.4% |