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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $7,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,095 | $52,884-46.9% | $84,750-66.8% | $55,167-49.1% |
| Participation rate | 59.4% | 67.5%-8.1pp | 76.6%-17.2pp | 69.0%-9.6pp |
| Annual return | 8.38% | 18.03%-9.6pp | 22.78%-14.4pp | 169.23%-160.8pp |
| Employer contribution / active EE | $395 | $2,233-82.3% | $3,574-89.0% | $1,963-79.9% |
| Participant deferral / active EE | $2,385 | $2,644-9.8% | $3,712-35.7% | $3,054-21.9% |
| Admin fee / account holder | $62 | $581-89.4% | $5,332-98.8% | $504-87.8% |