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 | $75,233 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,274 | $63,905-63.6% | $74,183-68.6% | $57,658-59.6% |
| Participation rate | 96.4% | 79.8%+16.6pp | 76.6%+19.8pp | 70.2%+26.2pp |
| Annual return | 7.14% | 60.60%-53.5pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $814 | $1,840-55.8% | $2,370-65.7% | $1,974-58.8% |
| Participant deferral / active EE | $1,284 | $3,448-62.8% | $3,550-63.8% | $3,061-58.1% |
| Admin fee / account holder | $92 | $91+0.5% | $5,586-98.4% | $95-3.2% |