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 | $4,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $83,936 | $44,425+88.9% | $67,834+23.7% | $55,167+52.1% |
| Participation rate | 51.4% | 59.7%-8.3pp | 68.8%-17.4pp | 69.0%-17.5pp |
| Annual return | 10.09% | 17.80%-7.7pp | 138.47%-128.4pp | 169.23%-159.1pp |
| Employer contribution / active EE | $401 | $1,351-70.4% | $2,403-83.3% | $1,963-79.6% |
| Participant deferral / active EE | $2,333 | $2,166+7.7% | $3,160-26.2% | $3,054-23.6% |
| Admin fee / account holder | $46 | $530-91.3% | $4,622-99.0% | $504-90.8% |