Filed August 28, 2025 (most recent of 5 filings on file)
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.2+ years Filed as: BBANDT Service code 21 · EIN 56-1368984 | Bank Trustee | $85,256 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,881 | $107,378-3.3% | $108,579-4.3% | $57,658+80.2% |
| Participation rate | 56.4% | 77.1%-20.7pp | 79.6%-23.2pp | 70.2%-13.8pp |
| Annual return | 10.69% | 12.80%-2.1pp | -51.70%+62.4pp | 5.13%+5.6pp |
| Employer contribution / active EE | $1,481 | $1,782-16.9% | $3,758-60.6% | $1,974-25.0% |
| Participant deferral / active EE | $3,226 | $3,221+0.2% | $4,311-25.2% | $3,061+5.4% |
| Admin fee / account holder | $171 | $108+57.9% | $7,645-97.8% | $95+81.2% |