Filed April 12, 2023 (most recent of 3 filings on file)
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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $148,749 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,530 | $72,066-47.9% | $81,930-54.2% | $90,288-58.4% |
| Participation rate | 95.9% | 78.9%+17.0pp | 72.0%+23.9pp | 73.4%+22.5pp |
| Annual return | -2.07% | 15.92%-18.0pp | 29.49%-31.6pp | 53.97%-56.0pp |
| Employer contribution / active EE | $1,363 | $2,335-41.6% | $4,310-68.4% | $2,524-46.0% |
| Participant deferral / active EE | $1,634 | $3,557-54.1% | $7,107-77.0% | $4,232-61.4% |
| Admin fee / account holder | $38 | $92-58.5% | $5,158-99.3% | $114-66.3% |