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 7-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,030 |
SYNOVUS TRUST COMPANY3 years Filed as: SYNOVUS SECURITIES Service code 27 · EIN 58-1625031 | Advisory (Plan) | $19,488 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,099 | $52,208-28.9% | $86,612-57.2% | $74,419-50.1% |
| Participation rate | 89.6% | 66.3%+23.2pp | 71.7%+17.9pp | 70.7%+18.8pp |
| Annual return | 18.09% | 44.46%-26.4pp | 591.07%-573.0pp | 34.38%-16.3pp |
| Employer contribution / active EE | $1,199 | $2,282-47.5% | $3,022-60.3% | $2,637-54.5% |
| Participant deferral / active EE | $4,647 | $3,383+37.4% | $4,438+4.7% | $4,528+2.6% |
| Admin fee / account holder | $106 | $319-66.9% | $5,614-98.1% | $348-69.6% |