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.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $40,008 |
VESTAL & WILER CPAS5+ years Service code 10 4656 SW 34TH ST · ORLANDO, FL 32811 | Accounting | $6,500 |
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.
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 | $154,887 | $65,365+137.0% | $92,893+66.7% | $72,985+112.2% |
| Participation rate | 59.6% | 68.3%-8.7pp | 76.0%-16.4pp | 69.5%-9.9pp |
| Annual return | 26.72% | 42.10%-15.4pp | 109.41%-82.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,587 | $3,128+46.6% | $4,236+8.3% | $3,607+27.1% |
| Admin fee / account holder | $479 | $4,251-88.7% | $5,794-91.7% | $5,124-90.6% |