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.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $38,856 |
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 | $44,789 | $44,059+1.7% | $71,671-37.5% | $69,631-35.7% |
| Participation rate | 54.5% | 60.8%-6.2pp | 68.7%-14.2pp | 70.7%-16.1pp |
| Annual return | 15.25% | 21.97%-6.7pp | 20.65%-5.4pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $749 | $1,305-42.6% | $2,460-69.6% | $2,032-63.2% |
| Participant deferral / active EE | $1,909 | $2,370-19.5% | $3,438-44.5% | $3,224-40.8% |
| Admin fee / account holder | $61 | $108-43.7% | $5,558-98.9% | $110-45.1% |