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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $52,036 |
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 | $55,645 | $51,288+8.5% | $81,983-32.1% | $73,409-24.2% |
| Participation rate | 49.8% | 64.0%-14.2pp | 69.2%-19.5pp | 72.2%-22.4pp |
| Annual return | 15.11% | 29.48%-14.4pp | 41.31%-26.2pp | 59.29%-44.2pp |
| Employer contribution / active EE | $252 | $1,487-83.0% | $2,498-89.9% | $2,234-88.7% |
| Participant deferral / active EE | $1,473 | $2,715-45.8% | $3,722-60.4% | $3,805-61.3% |
| Admin fee / account holder | $132 | $125+5.1% | $5,664-97.7% | $158-16.6% |