See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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.1 year Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $38,151 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,260 | $58,083+39.9% | $80,019+1.6% | $56,287+44.4% |
| Participation rate | 79.5% | 73.6%+5.9pp | 75.8%+3.7pp | 69.9%+9.7pp |
| Annual return | -6.18% | 34.61%-40.8pp | 11.22%-17.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,171 | $1,932+12.4% | $2,468-12.0% | $2,111+2.8% |
| Participant deferral / active EE | $4,682 | $3,135+49.3% | $3,686+27.0% | $3,350+39.8% |
| Admin fee / account holder | $344 | $623-44.8% | $6,521-94.7% | $521-34.0% |