Filed June 16, 2006 (most recent of 2 filings on file)
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 | $17,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,674 | $39,458-9.6% | $60,547-41.1% | $55,191-35.4% |
| Participation rate | 56.4% | 59.6%-3.2pp | 68.0%-11.5pp | 69.2%-12.7pp |
| Annual return | -1.00% | 3.35%-4.4pp | 335.64%-336.6pp | 10.78%-11.8pp |
| Employer contribution / active EE | $718 | $1,210-40.7% | $2,419-70.3% | $1,899-62.2% |
| Participant deferral / active EE | $1,868 | $2,140-12.7% | $3,328-43.9% | $3,046-38.7% |
| Admin fee / account holder | $30 | $95-68.8% | $4,536-99.3% | $91-67.3% |