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.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $40,791 |
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.
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 | $27,944 | $69,305-59.7% | $82,313-66.1% | $69,631-59.9% |
| Participation rate | 93.6% | 80.3%+13.3pp | 76.9%+16.7pp | 70.7%+22.9pp |
| Annual return | 15.80% | 21.47%-5.7pp | 25.88%-10.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $875 | $1,887-53.6% | $2,428-64.0% | $2,032-57.0% |
| Participant deferral / active EE | $1,402 | $3,568-60.7% | $3,706-62.2% | $3,224-56.5% |
| Admin fee / account holder | $50 | $97-48.2% | $5,608-99.1% | $110-54.4% |