Filed April 19, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANKS INC. Service code 15 · EIN 58-1575035 | Recordkeeping | $90,149 |
BPS&M1+ years Service code 11 · EIN 62-0853448 | Actuarial | $44,824 |
THE BLEVINS GROUP, PLLC1+ years Service code 10 · EIN 20-3067137 | Accounting | $5,800 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $32,993-100.0% | $110,523-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 47.6%-47.6pp | 12.6%-12.6pp |
| Annual return | -2.74% | 2.73%-5.5pp | 1.69%-4.4pp | 4.56%-7.3pp |
| Employer contribution / active EE | $15,190 | $13,500+12.5% | $24,295-37.5% | $15,526-2.2% |
| Participant deferral / active EE | $0 | $559-100.0% | $1,031-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $1,392-100.0% | $1,711-100.0% |