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.2 years Filed as: BRANCH BAKING AND TRUST COMPANY Service code 21 · EIN 56-1368984 | Bank Trustee | $39,709 |
Filed as: BB&T INSTITUTIONAL ADVISORS, INC. Service code 27 · EIN 57-0956597 | Advisory (Plan) | $15,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,620 | $28,416+7.8% | $73,545-58.4% | $69,631-56.0% |
| Participation rate | 25.3% | 38.3%-13.1pp | 54.9%-29.7pp | 70.7%-45.4pp |
| Annual return | 11.93% | -694.13%+706.1pp | -15.16%+27.1pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $133 | $430-69.0% | $1,219-89.1% | $2,032-93.4% |
| Participant deferral / active EE | $361 | $897-59.8% | $1,806-80.0% | $3,224-88.8% |
| Admin fee / account holder | $198 | $104+90.1% | $2,320-91.4% | $110+79.7% |