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.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $6,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $40,384 | $25,165+60.5% | $73,545-45.1% | $77,958-48.2% |
| Participation rate | 21.3% | 36.6%-15.3pp | 54.9%-33.6pp | 71.6%-50.3pp |
| Annual return | 13.95% | 18.12%-4.2pp | -15.16%+29.1pp | 20.87%-6.9pp |
| Employer contribution / active EE | $124 | $395-68.6% | $1,219-89.8% | $2,310-94.6% |
| Participant deferral / active EE | $348 | $898-61.3% | $1,806-80.7% | $3,537-90.2% |
| Admin fee / account holder | $22 | $76-71.4% | $2,320-99.1% | $97-77.8% |