Filed October 18, 2004
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 | $26,390 |
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 | $45,737 | $73,102-37.4% | $123,544-63.0% | $56,287-18.7% |
| Participation rate | 64.7% | 74.3%-9.6pp | 82.3%-17.5pp | 69.9%-5.1pp |
| Annual return | -3.46% | 3.01%-6.5pp | 119.20%-122.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,083 | $2,977-63.6% | $4,628-76.6% | $2,111-48.7% |
| Participant deferral / active EE | $2,481 | $5,423-54.2% | $6,426-61.4% | $3,350-25.9% |
| Admin fee / account holder | $209 | $554-62.2% | $9,284-97.7% | $521-59.8% |