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 | $13,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,259 | $63,299+25.2% | $91,001-12.9% | $62,292+27.2% |
| Participation rate | 58.9% | 73.3%-14.4pp | 75.6%-16.7pp | 69.5%-10.6pp |
| Annual return | 15.53% | 20.99%-5.5pp | 4.60%+10.9pp | 28.90%-13.4pp |
| Employer contribution / active EE | $242 | $1,807-86.6% | $2,456-90.1% | $2,042-88.2% |
| Participant deferral / active EE | $2,905 | $2,943-1.3% | $3,547-18.1% | $3,169-8.3% |
| Admin fee / account holder | $108 | $468-76.8% | $5,417-98.0% | $479-77.4% |