Filed September 16, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $27,415 |
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 | $55,477 | $59,186-6.3% | $76,768-27.7% | $56,287-1.4% |
| Participation rate | 82.9% | 75.2%+7.7pp | 77.0%+6.0pp | 69.9%+13.1pp |
| Annual return | -3.07% | 6.62%-9.7pp | 2.43%-5.5pp | -9.96%+6.9pp |
| Employer contribution / active EE | $7,747 | $1,759+340.5% | $2,485+211.7% | $2,111+267.0% |
| Participant deferral / active EE | $3,752 | $3,255+15.3% | $3,852-2.6% | $3,350+12.0% |
| Admin fee / account holder | $119 | $489-75.6% | $6,675-98.2% | $521-77.1% |