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.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $35,307 |
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 | $18,984 | $45,324-58.1% | $122,332-84.5% | $69,631-72.7% |
| Participation rate | 93.3% | 59.9%+33.4pp | 71.6%+21.7pp | 70.7%+22.6pp |
| Annual return | 21.88% | 25.35%-3.5pp | 30.27%-8.4pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $828 | $1,230-32.7% | $4,050-79.6% | $2,032-59.3% |
| Participant deferral / active EE | $2,016 | $2,367-14.8% | $3,287-38.7% | $3,224-37.5% |
| Admin fee / account holder | $62 | $87-29.1% | $5,478-98.9% | $110-44.1% |