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.2 years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $42,562 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,519 | $66,310+45.6% | $93,606+3.1% | $65,185+48.1% |
| Participation rate | 74.1% | 74.0%+0.1pp | 75.8%-1.8pp | 70.2%+3.9pp |
| Annual return | 24.66% | 42.58%-17.9pp | 32.76%-8.1pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,930 | $2,012-4.1% | $2,718-29.0% | $2,177-11.3% |
| Participant deferral / active EE | $4,249 | $3,342+27.1% | $4,069+4.4% | $3,514+20.9% |
| Admin fee / account holder | $352 | $6,897-94.9% | $7,888-95.5% | $847-58.5% |