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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $39,865 |
VESTAL & WILER CPAS6+ 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 | $164,863 | $72,277+128.1% | $101,248+62.8% | $79,858+106.4% |
| Participation rate | 63.7% | 68.5%-4.7pp | 75.8%-12.1pp | 69.6%-5.9pp |
| Annual return | 17.78% | 22.30%-4.5pp | 46.47%-28.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,477 | $3,282+66.9% | $4,370+25.3% | $3,740+46.4% |
| Admin fee / account holder | $488 | $4,400-88.9% | $5,945-91.8% | $5,306-90.8% |