See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $4,711 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,709 | $60,349+8.9% | $74,183-11.4% | $62,891+4.5% |
| Participation rate | 93.3% | 72.7%+20.5pp | 76.6%+16.6pp | 69.3%+24.0pp |
| Annual return | 5.27% | 21.37%-16.1pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $6,753 | $1,680+301.9% | $2,370+184.9% | $2,281+196.1% |
| Participant deferral / active EE | $1,033 | $2,856-63.8% | $3,550-70.9% | $3,203-67.8% |
| Admin fee / account holder | $30 | $4,261-99.3% | $5,586-99.5% | $4,296-99.3% |