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 | $24,974 |
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 | $40,932 | $79,519-48.5% | $95,952-57.3% | $73,409-44.2% |
| Participation rate | 95.1% | 81.2%+13.9pp | 77.1%+18.0pp | 72.2%+22.9pp |
| Annual return | 16.70% | 19.20%-2.5pp | 91.61%-74.9pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,369 | $2,048-33.2% | $2,541-46.1% | $2,234-38.7% |
| Participant deferral / active EE | $2,123 | $4,138-48.7% | $4,167-49.1% | $3,805-44.2% |
| Admin fee / account holder | $33 | $184-82.1% | $6,795-99.5% | $158-79.2% |