Filed July 12, 2002
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.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $6,807 |
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 | $41,873 | $21,965+90.6% | $59,496-29.6% | $59,188-29.3% |
| Participation rate | 20.0% | 32.6%-12.6pp | 54.6%-34.6pp | 69.4%-49.4pp |
| Annual return | -0.33% | 22.15%-22.5pp | 182.05%-182.4pp | 5.51%-5.8pp |
| Employer contribution / active EE | $95 | $316-69.9% | $1,153-91.8% | $2,098-95.5% |
| Participant deferral / active EE | $243 | $732-66.8% | $1,829-86.7% | $3,265-92.6% |
| Admin fee / account holder | $37 | $74-50.6% | $2,232-98.4% | $92-60.2% |