Filed March 14, 2007
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.3 years Filed as: TRUIST FINANCIAL CORPORATION Service code 21 · EIN 56-0939887 | Bank Trustee | $19,178 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $205,371-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 53.4%-53.4pp | 2.1%-2.1pp |
| Annual return | 9.17% | 9.14%0pp | 6.25%+2.9pp | 9.14%0pp |
| Employer contribution / active EE | $0 | $19,963-100.0% | $26,962-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $517-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $13,227-100.0% | $200-100.0% |