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.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $20,379 |
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 | $38,760 | $39,819-2.7% | $67,834-42.9% | $57,658-32.8% |
| Participation rate | 58.1% | 61.2%-3.1pp | 68.8%-10.6pp | 70.2%-12.1pp |
| Annual return | 10.23% | 9.19%+1.0pp | 138.47%-128.2pp | 5.13%+5.1pp |
| Employer contribution / active EE | $708 | $1,277-44.6% | $2,403-70.5% | $1,974-64.1% |
| Participant deferral / active EE | $1,831 | $2,209-17.1% | $3,160-42.1% | $3,061-40.2% |
| Admin fee / account holder | $33 | $84-61.1% | $4,622-99.3% | $95-65.6% |