Filed September 3, 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.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $8,260 |
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 | $16,648 | $41,281-59.7% | $109,313-84.8% | $57,658-71.1% |
| Participation rate | 90.7% | 59.3%+31.4pp | 71.3%+19.4pp | 70.2%+20.5pp |
| Annual return | 8.24% | 8.97%-0.7pp | 22.07%-13.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $846 | $1,201-29.6% | $3,892-78.3% | $1,974-57.2% |
| Participant deferral / active EE | $2,012 | $2,223-9.5% | $3,166-36.5% | $3,061-34.3% |
| Admin fee / account holder | $18 | $75-76.7% | $5,666-99.7% | $95-81.5% |