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.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $6,017 |
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 | $43,379 | $22,291+94.6% | $69,182-37.3% | $63,975-32.2% |
| Participation rate | 21.4% | 35.3%-13.8pp | 55.1%-33.7pp | 71.1%-49.7pp |
| Annual return | 7.08% | 9.30%-2.2pp | -21.93%+29.0pp | 48.65%-41.6pp |
| Employer contribution / active EE | $100 | $325-69.3% | $1,206-91.7% | $2,182-95.4% |
| Participant deferral / active EE | $273 | $808-66.2% | $1,897-85.6% | $3,356-91.9% |
| Admin fee / account holder | $22 | $73-69.7% | $2,697-99.2% | $70-68.6% |